Gift Planning

Bequest Language

pdficon_large.gif Printable Bequest Language

Bequest of Cash: This is the most common type of charitable gift provision. It makes a gift of a specific amount of money or a percentage of the estate.

I give, devise, or bequeath $_____________ or _______% of my estate to Care Dimensions, 75 Sylvan Street, B-102, Danvers, MA 01923, for _______ where it is needed most  or ________ specific purpose (please specify) ______________________.

Specific Bequest of Property: This is also a common type of gift provision. With it you can give specific property (e.g., shares of stock, bonds, or real estate)

I want to join others who support the mission of Care Dimensions. I give to Care Dimensions, 75 Sylvan Street, B-102, Danvers, MA 01923 the following property: ________________________. This gift shall include all income earned by the property referred to above between the date of my death and the date of distribution to Care Dimensions.

Residuary Bequest: This type of bequest gives Care Dimensions all or a percentage of the assets remaining in your estate after all of your debts, income and estate taxes, expenses of administration, and other gifts have been paid.

I give to Care Dimensions, 75 Sylvan Street, B-102, Danvers, MA 01923 _____ my entire or percent _____% of my residuary estate to be used for ________ where it is needed most  or ________ specific purpose (please specify) ______________________.

Note: If this provision is to be inserted in a revocable trust rather than a will, replace "residuary estate" with “residuary trust estate.”

Contingent Bequest: This bequest takes effect if one of the primary beneficiaries of your estate plan does not survive you. The language set out below states the contingency. This provision can be added at the beginning of any of the gift provisions set out above.

If _________________ does not survive me, then I give to Care Dimensions, 75 Sylvan Street, B-102, Danvers, MA 01923, (insert appropriate gift provision) ____________________________________________________   to be used for ______ where it is needed most  or ______ specific purpose (please specify) __________.

For more information, please contact:

Angel Rogalski
Director of Development Operations
978-750-9394
Giving@CareDimensions.org

Federal Tax ID: 22-2873792
Care Dimensions
75 Sylvan Street, B-102
Danvers, MA 01923

 

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We are always happy to speak with you about ways to support our mission.
Angel Rogalski
Director of Development Operations
978-750-9394
Giving@CareDimensions.org

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Since 1978, Care Dimensions has provided comprehensive and compassionate care for individuals and families dealing with life-threatening illnesses. As the non-profit leader in advanced illness care, we offer services in more than 90 communities in Eastern Massachusetts.