Sample Bequest Language

A gift to the Taft School Corporation in your will or revocable trust proclaims your confidence that we will continue to serve our mission and make a difference in the lives of future generations. A bequest:

  • Is easy to arrange.
  • Will not alter your current lifestyle in any way.
  • Can be easily modified to address your changing needs.

Residual Bequest Language

A residual bequest comes to Taft after your estate expenses and specific bequests are paid:
I give and devise to the Taft School Corporation, located at 110 Woodbury Road, Watertown, Connecticut, 06795, a 501 (c) 3 educational organization, all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program, however, if  said program or fund are no longer viable, applicable or in existence, then the bequest will support a school priority as determined by the Board of Trustees who will be mindful of the donor's original intent).

Specific Bequest Language

Naming the Taft School Corporation as a beneficiary of a specific amount from your estate:
I give and devise to the Taft School Corporation, located at 110 Woodbury Road, Watertown, Connecticut, 06795, a 501 (c) 3 educational organization, the sum of $___________ to be used for its general support (or for the support of a specific fund or program, however, if said program or fund are no longer viable, applicable or in existence, then the bequest will support a school priority as determined by the Board of Trustees who will be mindful of the donor's
original intent).  

Contingent Bequest Language

The Taft School Corporation can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:
If (insert name) is not living or in existence at the time of my demise, I give and devise to the Taft School Corporation, located Taft School Corporation, located at 110 Woodbury Road, Watertown, Connecticut, 06795, a 501 (c) 3 educational organization, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program, however, if  said program or fund are no longer viable, applicable or in existence, then the bequest will support a school priority as determined by the Board of Trustees who will be mindful of the donor's original intent).  

Customized Language

If you or your attorney would like the Taft School Corporation to provide you with customized beneficiary language that is specific to your goal and interest, please contact us.

Please contact us so that we can assist you through every step of the process.

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