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Sample Bequest Language

Below is sample language to use in your estate plan. Please seek the advice of a professional for guidance on what would work best for you.

OPTION 1 - for an unrestricted gift of a dollar amount

"I give to ReSurge International (23-7297770), a registered public benefit organization incorporated in the State of California, the sum of $________."

OPTION - for an unrestricted gift of a percentage of your estate

"I give to ReSurge International (23-7297770), a registered public benefit organization incorporated in the State of California, ___ percent (__%) of my estate."

OPTION 3 - for an unrestricted gift of a specific asset

"I give to ReSurge International (23-7297770), a registered public benefit organization incorporated in the State of California, [all of my shares of stock of _________________ e.g.: XYZ Corporation]."

OPTION 4 - for a restricted gift

"I give to ReSurge International (23-7297770), a registered public benefit organization incorporated in the State of 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 ReSurge International (23-7297770), a registered public benefit organization incorporated in the State of 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 Chief Executive Officer and the income there from for the general purposes of the agency. The endowment restriction is hereby made for a period of _____ years (specify period e.g.: 5 years) or in perpetuity."


Be sure to consult your tax advisor and/or estate planner when making changes to your estate plan.


For additional information or to arrange a confidential gift planning consultation without obligation, please contact: Chris Canter by phone at (408) 737-8743 ext. 308 or email at chris@resurge.org.



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