Bequest Language
In order to include a gift in your will or trust, you should speak with your estate planning attorney. We have provided some basic bequest language to assist you and your attorney.
Specific Bequest
If you are considering making an outright bequest to Four Seasons Foundation, we recommend the following language:
Bequest of a Specific Dollar Amount
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Four Seasons Foundation, a nonprofit organization located at 211 N. Main Street, Hendersonville, NC, 28792, Federal Tax ID #47-5508988, for Four Seasons Foundation’s general use and purpose.
Bequest of Specific Personal Property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Four Seasons Foundation, a nonprofit organization located at 211 N. Main Street, Hendersonville, NC, 28792, Federal Tax ID #47-5508988, for Four Seasons Foundation’s general use and purpose.
Percentage Bequest
If you are considering making a bequest of a percentage of your estate to Four Seasons Foundation, we recommend the following language:
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Four Seasons Foundation, a nonprofit organization located at 211 N. Main Street, Hendersonville, NC, 28792, Federal Tax ID #47-5508988, for Four Seasons Foundation’s general use and purpose.
Residual Bequest
I hereby give, devise and bequeath to Four Seasons Foundation, a nonprofit organization located at 211 N. Main Street, Hendersonville, NC, 28792, Federal Tax ID #47-5508988, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Four Seasons Foundation’s general use and purpose.
Contingent Bequest
If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Four Seasons Foundation, a nonprofit organization located at 211 N. Main Street, Hendersonville, NC, 28792, Federal Tax ID #47-5508988, DESCRIPTION OF PROPERTY to be used for Four Seasons Foundation’s general use and purpose.
Restricted Bequests
If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.
If you are making a restricted bequest, we recommend that your attorney include the following provision to give Four Seasons Foundation flexibility should it no longer be possible for Four Seasons Foundation to use your gift as you originally intended:
If in the judgment of the Board of Directors of Four Seasons Foundation it shall become impossible for Four Seasons Foundation to accomplish the specific purposes of this bequest, Four Seasons Foundation may use this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.
Have questions, or need help setting up a gift in your will or trust?
Call our Director of Development Stephanie Wilson. If you've already set up a gift in your will or trust, please let us know so that we can recognize you.