Sample Bequest Language

A charitable bequest is certainly the most popular and enduring planned gift. Bequests are a favorite with donors because they are a gift planning strategy that gives you the opportunity to leave a lasting legacy while retaining full use of your property during life. With a bequest, there is no disruption of your lifestyle and no immediate out-of-pocket expense.

Since the exact language of a bequest provision is very important, bequests to benefit our organization should be directed to the Michigan Masonic Charitable Foundation.

Of course, you’ll want to be sure to consult your financial advisors when considering any planned gift.

Here are a few samples of bequest language to get you started:

Option 1: “I give the sum of $_________ to the Michigan Masonic Charitable Foundation located at Alma, Michigan.”

Option 2: “I give all the rest, residue and remainder of my estate to the Michigan

Masonic Charitable Foundation located at Alma, Michigan.”