SAMPLE LANGUAGE FOR BEQUESTS
SPECIFIC DOLLAR AMOUNT OF ESTATE BROKERAGE ACCOUNT OR INSURANCE DOCUMENT
I give and bequest to the Camas-Washougal Community Chest (CWCC), IRS Tax Number 91-0839945, of Camas, Washington, a State of Washington nonprofit charity, PO Box 960, Camas, Washington, 98607, the sum of ____________ dollars of my ___________________________ (estate, brokerage account, insurance policy) for the __________________________ Fund (Indicate the General Fund or Endowment Fund) to be used as the CWCC Board directs.
PERCENT OF ESTATE, BROKERAGE ACCOUNT, OR INSURANCE DOCUMENT
I give and bequest to the Camas-Washougal Community Chest (CWCC), IRS Tax Number 91-0839945, of Camas, Washington, a State of Washington nonprofit charity, PO Box 960, Camas, Washington, 98607, ___________ per cent of my ________________________ (estate, brokerage account, insurance policy) for the _____________________________ Fund (indicate the General Fund or the Endowment Fund) to be used as the CWCC Board directs.
CONTINGENT BEQUEST, ESTATE BROKERAGE ACCOUNT, INSURANCE DOCUMENT.
THIS LEAVES A GIFT TO THE CWCC IF OTHER DESIGNATED BENEFICIARIES SHOULD DIE OR BE UNABLE TO ACCEPT A DESIGNATED GIFT.
Should ______________________________________ (name beneficiary) predecease me, this portion of my estate going to ____________________________________ (name beneficiary) I give and bequest to the Camas-Washougal Community Chest (CWCC), IRS Tax Number 91-0839945 of Camas, Washington, a State of Washington nonprofit charity, PO Box 960, Camas, Washington, 98607, for the _____________________________ Fund (Indicate the General Fund or the Endowment Fund) to be used as the CWCC Board directs.
SAMPLE CODICIL
A codicil is a statement to amend a will. It is an easy way to make changes to a will. A sample codicil is provided to illustrate this document. You should always consult your legal advisor for specific wording for your legal documents.