PLANNED GIVING
Sample Bequest Language
OPTION 1—for an unrestricted gift of a dollar amount
"I give to the Boys & Girls Clubs of the Peninsula (94-1552134), Menlo Park, California, the sum of $________.
OPTION 2—for an unrestricted gift of a percentage of your estate
"I give to the Boys & Girls Clubs of the Peninsula (94-1552134), Menlo Park, California, ___ percent (__%) of my estate."
OPTION 3—for an unrestricted gift of a specific asset
"I give to the Boys & Girls Clubs of the Peninsula (94-1552134), Menlo Park, California, [all of my shares of stock of _________________ ie: XYZ Corporation].”
OPTION 4—for a restricted gift
"I give to the Boys & Girls Clubs of the Peninsula (94-1552134), Menlo Park, California, [the sum of ____ dollars ($____) or __ percent (__%) of my estate] to be used for [specify purpose].
OPTION 5—for an endowment gift
"I give [______ dollars ($____), the residue of my estate or __ percent (__%) of the residue of my estate] to the Boys & Girls Clubs of the Peninsula (94-1552134), Menlo Park, California. The agency shall place all such assets in its endowment fund, and shall use the principal at the discretion of its Board of Directors in consultation with the Executive Director and the income there from for the general purposes of the agency.”
