Sample Bequest Wording - The Autism Project

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Sample Bequest

As this sample bequest wording illustrates, its quite easy to make a bequest to The Autism Project as part of your estate planning. Such bequest gifts form a lasting tribute to the donor and are a huge benefit to our organization and our ability to provide outstanding service.

The Autism Project Sample Bequest Wording

Unrestricted Bequest

“I bequeath to The Autism Project, 1516 Atwood Avenue, Johnston, RI, 02919, the sum of $____________ or __________% of my residuary estate (or an accurate description of securities, real estate or other property given) to be used for the general purposes of the said organization.”

Restricted Bequest

“I bequeath to The Autism Project, 1516 Atwood Avenue, Johnston, RI, 02919, the sum of $____________ or __________% of my residuary estate (or an accurate description of securities, real estate or other property given). This gift shall be used for _______________________ (here describe in broad general terms the desired purpose or division).”

Contingent Bequest

(A contingent bequest provides first for family and friends.  It benefits The Autism Project only if other heirs do not survive.)

“If any of the above named beneficiaries should predecease me, then I bequeath to The Autism Project, 1516 Atwood Avenue, Johnston, RI, 02919, all property, real or personal, which said beneficiary or beneficiaries would have received if said beneficiary or beneficiaries would have survived me.”

Restriction Clause

(In the case of a restricted gift, it is wise to include a saving or escape clause so that your gift can continue to be useful to The Autism Project if conditions change in a way that would nullify or make impractical the original purpose.)

“If, in the opinion of The Autism Project Board of Directors, all or part of the remainder of this bequest cannot be usefully applied to the above purpose, they may use the same for any purpose within the general powers of the organization which in their opinion will most nearly accomplish my wishes and purposes.”

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