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Sample Bequest Language

Planning for your future and shaping the legacy you leave is a powerful way to ensure your values endure. By including EquiCenter in your will or living trust, through a bequest, you can guarantee that your support continues to make a difference for years to come. Your gift can be a specific monetary amount, a designated percentage of your estate, or the remaining balance after all other provisions have been fulfilled.

Our federal tax identification number is: 33-1082985

Below are examples of language you can use when drafting your bequest:

  1. Unrestricted Outright Bequest:

    "I give, devise, and bequeath to EquiCenter, Inc., 3247 Rush Mendon Road, Honeoye Falls, New York, the sum of ______ dollars (or the following described property: _______________) for its general use and to further its mission."
     

  2. Restricted Outright Bequest:

    "I give, devise, and bequeath to EquiCenter, Inc., 3247 Rush Mendon Road, Honeoye Falls, New York, the sum of ______ dollars to be used specifically for [PURPOSE OF FUND, e.g., therapeutic riding programs, veterans services, therapeutic horticulture]. Should the Board of Directors of EquiCenter, Inc., in its reasonable judgment, determine that adherence to the precise terms of this bequest is no longer feasible or aligned with the organization's mission, EquiCenter, Inc., may utilize these funds for a purpose that closely reflects my original intent."
     

  3. Unrestricted Bequest of Residuary Estate:

    "I give, devise, and bequeath all (or ___%) of the remainder of my estate, both real and personal, wherever situated, to EquiCenter, Inc., 3247 Rush Mendon Road, Honeoye Falls, New York, for its unrestricted use in support of its mission."
     

  4. Restricted Bequest of Residuary Estate:

    "I give, devise, and bequeath all (or ___%) of the remainder of my estate, both real and personal, wherever situated, to EquiCenter, Inc., 3247 Rush Mendon Road, Honeoye Falls, New York, to be used specifically for [PURPOSE OF FUND, e.g., therapeutic riding programs, veterans services, therapeutic horticulture]. Should the Board of Directors of EquiCenter, Inc., in its reasonable judgment, determine that adherence to the precise terms of this bequest is no longer feasible or aligned with the organization's mission, EquiCenter, Inc., may utilize these funds for a purpose that closely reflects my original intent."
     

  5. Contingent Bequest:

    "If my spouse [Name] does not survive me, then I give, devise, and bequeath all (or ___%) of the remainder of my estate to EquiCenter, Inc., [PURPOSE OF FUND, e.g., therapeutic riding programs, veterans services, therapeutic horticulture], for its unrestricted use."
     

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