Sample Bequest Language
I give, devise, and bequeath to United Way of Central Jersey, Inc., Tax ID 22-1520408, all [or state the fraction or percentage] of the rest, residue, and remainder of my estate, both real and personal, to be permanently endowed in [a general endowment fund or a named endowment fund], the annual payouts of which shall be contributed to the United Way Community Campaign.
OR
I give and devise $_____ to United Way of Central Jersey, Tax ID 22-1520408, to be permanently endowed in [a general endowment fund or a named endowment fund], the annual payouts of which shall be contributed to the United Way Community Campaign.
Sample Contingent Bequest Language
If (insert name) is not living at the time of my demise, I give, devise, and bequeath to United Way of Central Jersey, Tax ID 22-1520408, the sum of $ _______ (or all or a percentage of the residue of my estate) to be permanently endowed in [a general endowment fund or a named endowment fund], the annual payouts of which shall be contributed to the United Way Community Campaign.
Partner With Us
We know that gifts to non-profit organizations such as United Way can be an important part of your clients’ overall financial and estate plans.
If you have a client who is interested in leaving a legacy to our community but is without strong relationships with a specific nonprofit, please consider sharing information about United Way.
If your clients have already included United Way of Central Jersey in their estate plans, we hope you will encourage them to share that intent with us via our Legacy Society donor form.
Please note that we encourage all prospective Legacy Society members to consult with their professional advisors before making decisions about their estate plans.
To view our financial documents or learn more about our high rate of efficiency, visit our Accountability page.
Questions?
For more information on the Legacy Society or planned giving in general, please contact June Launay at 732-247-3727.