Sample General Bequest Language
Our planned giving staff is happy to work with you in crafting bequest wording for wills and trusts that meets your clients’ philanthropic intentions. Most donors simply use our standard Bequest Language:
"I give to Compassion & Choices, a Colorado nonprofit corporation with its principal office currently located in Portland, OR, Federal Tax ID 84-1328829, or its successor, ______________* [a percentage of the estate, specific dollar amount or asset, or remainder of estate after all other bequests & expenses, etc.] for its unrestricted use and charitable purposes."
Disclosure: Please Help Us Say Thank You
If your client has planned a legacy gift to support Compassion & Choices, we would love to know so we can say “Thank You.” Understandably, many clients prefer anonymity—though please know that we will respect their privacy. Even if your client does not wish to disclose their identity, it’s incredibly helpful when professional advisors let us know that a legacy gift has been planned by an anonymous client and the key intentions of the gift. You can download our planned gift intention form HERE and return it to us, or simply send an e-mail to plannedgiving@CompassionAndChoices.org.
Stock Transfer Information
If your client wishes to make a current gift of securities, please click to review our transfer information.
Thank you for your important role in helping clients plan meaningful legacy gifts that enable their philanthropic passions to endure.
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