Bequest Language

pdficon_large.gif Printable Bequest Language

A bequest, or a gift in your will, can be easily established and quite convenient. In fact, it allows you to create your Jewish legacy in perpetuity while caring for future generations. Many individuals establish endowments that honor the memory of a family member or a loved one.

Whether you wish to inspire and strengthen Jewish identity, safeguard our people, encourage the next generation to embrace their rich Jewish heritage in new and innovative ways, or all of the above, we can help make it all possible.

Your bequest can be of a specific dollar amount or percentage of your estate, and you may designate your bequest for general use or you may restrict its use.

“I give and bequeath to the Jewish Federation Foundation of Greater Rhode Island (or the Jewish Alliance of Greater Rhode Island), Providence, Rhode Island, [the sum of $____] [____ percent of my residuary estate] [the following property] to be used to support the ___________ (state purpose if there are additional purposes). If, in the opinion of the CEO and the Board of Directors, all or part of this bequest cannot be usefully applied to this purpose due to changed circumstances, they may use the bequest for any purpose that in their opinion will most nearly accomplish my wishes and purposes.”

Note: The language given here is only suggested language and is meant to be used with the advice of your attorney.

 

 

 

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