Sample Bequest Language

Below are several examples of suggested bequest wording which you may share with your attorney if you would like to make a gift to Kate Duncan Smith DAR School, Inc. through your will or living trust.

Because each individual situation is unique, we encourage all donors or their legal counsel to contact us for guidance on appropriate language to effectuate your charitable intentions, especially if you intend for your gift to be restricted for a specific use. Thank you for considering including Kate Duncan Smith DAR School, Inc. in your estate plans.

 

Specific Bequests

Specific Dollar Amount:

"I hereby give, devise, and bequeath $_____ to Kate Duncan Smith Daughters of the American Revolution School, Inc. (Federal ID#63-0338084), a non-profit organization located at, 6077 Main Street, Grant, Alabama 35747, 256-728-4236.”

Specific Personal Property:

"I hereby give, devise, and bequeath DESCRIPTION OF PROPERTY to Kate Duncan Smith Daughters of the American Revolution School, Inc. (Federal ID#63-0338084), a non-profit organization located at, 6077 Main Street, Grant, Alabama 35747, 256-728-4236.”

Specific Real Estate:

"I hereby give, devise, and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Kate Duncan Smith Daughters of the American Revolution School, Inc. (Federal ID#63-0338084), a non-profit organization located at, 6077 Main Street, Grant, Alabama 35747, 256-728-4236.”

Percentage Bequest

"I hereby give, devise, and bequeath _____ percent (_____%) of the rest, residue, and remainder of my estate, both real and personal, to Kate Duncan Smith Daughters of the American Revolution School, Inc. (Federal ID#63-0338084), a non-profit organization located at 6077 Main Street, Grant, Alabama 35747, 256-728-4236.”

Remainder/Residual Bequest

"I hereby give, devise, and bequeath to Kate Duncan Smith Daughters of the American Revolution School, Inc. (Federal ID#63-0338084), a non-profit organization located at 6077 Main Street, Grant, Alabama 35747, 256-728-4236, all of the rest, residue, and remainder of my estate, both real and personal.”

Contingent Bequest

"If PRIMARY BENEFICIARY does not survive me, then I hereby give, devise, and bequeath to Kate Duncan Smith Daughters of the American Revolution School, Inc. (Federal ID#63-0338084), a non-profit organization located at 6077 Main Street, Grant, Alabama 35747, 256-728-4236, all of the rest, residue, and remainder of my estate, both real and personal.”

These bequest language samples are merely suggestions as to content and should be written or adapted by legal counsel to fit the contributor's individual situation. 

Beneficiary Designation

To name KDS as the beneficiary of a life insurance policy or Individual Retirement Account, contact your agent or plan administrator and request an Account Beneficiary Designation form.

 

Please contact us if you have any questions about how to make a bequest to Kate Duncan Smith DAR School, Inc. or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.

If you have included a bequest for Kate Duncan Smith DAR School, Inc. in your estate plan, please contact us at 256-728-4236 to let us know. We would like to thank you and recognize you for your gift.