Giving to Wounded Warriors Family Support through your will or trust is often referred to as a “bequest.” A bequest can include cash, securities, real estate or personal property.
You can make a bequest for a percentage of your estate or for a certain dollar amount. Many individuals establish endowments that honor the memory of a family member or another loved one. These endowments live forever, since only the income is used annually.
Since a will is an important legal document, you should seek an attorney’s help. To assist you with this important process, we offer some suggested bequest wording below.
Why make a bequest to Wounded Warriors Family Support?
- Tax Savings – A charitable gift through your estate may reduce estate taxes.
- Retain Assets – A bequest allows you to retain your assets during your life.
- Retain Control – You may change the beneficiaries of your estate at any time.
Sample Bequest Language
The following includes several examples of suggested bequest wording. Each individual situation is unique and, therefore, these examples include only some of the possible gift opportunities. We encourage you to share your final will provision with Wounded Warriors Family Support to ensure that your wishes will be properly followed and recognized. Please send any correspondence to kate@wwfs.org.
General Bequest of stated sum of money:
“I give to Wounded Warriors Family Support, 11218 John Galt Blvd., Suite 103 Omaha, NE 68137, Federal Tax Identification Number 20-1407520, [insert amount] Dollars ($ [insert amount] ) .”
Specific Bequest of certain asset from your estate:
“I give to Wounded Warriors Family Support, 11218 John Galt Blvd., Suite 103 Omaha, NE 68137, Federal Tax Identification 20-1407520, [insert here a description of the particular property].”
Residuary Bequest, after other bequests and expenses have been paid:
“I give to Wounded Warriors Family Support, 11218 John Galt Blvd., Suite 103 Omaha, NE 68137, Federal Tax Identification Number 20-1407520, [Insert all or portion] of the rest of my estate.”
Contingent Bequest if you are 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 Wounded Warriors Family Support, 11218 John Galt Blvd., Suite 103 Omaha, NE 68137, Federal Tax Identification Number 20-1407520, [insert here the exact dollar amount, description of property, or percentage of residual estate.]”
