Bequest Language

The following is intended to help you and your attorney in drafting a bequest that satisfies your interests.

As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding a parish, school, or other entity, be sure our organization’s correct legal name appears in all final documents as:

“a parish, school, or other entity, 601 Grand Avenue, Des Moines, IA 50309, a Iowa nonprofit corporation, or its successor, Federal Tax Identification Number:
45-5577090.”

General Bequest of a stated sum of money may be worded: “I give to a parish, school, or other entity, 601 Grand Avenue, Des Moines, IA 50309, a Iowa nonprofit corporation, or its successor, Federal Tax Identification Number 45-5577090 [insert here the exact dollar amount].”

Specific Bequest of a certain asset from your estate may be worded: “I give to a parish, school, or other entity, 601 Grand Avenue, Des Moines, IA 50309, a Iowa nonprofit corporation, or its successor, Federal Tax Identification Number 45-5577090, [insert here a description of the particular property].”

Residuary Bequest, after other bequests and expenses have been paid, may be worded: “I give to a parish, school, or other entity, 601 Grand Avenue, Des Moines, IA 50309, a Iowa nonprofit corporation, or its successor, Federal Tax Identification Number 45-5577090, all [or a portion] of the rest, residue and remainder of my estate.”

Contingent Bequest if the person making the will is not survived by certain individuals: “If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to a parish, school, or other entity, 601 Grand Avenue, Des Moines, IA 50309, a Iowa nonprofit corporation, or its successor, Federal Tax Identification Number 45-5577090, [insert here the exact dollar amount, description of property, or percentage of residual estate].”