Sample Planned Giving Language
Please consider this information as a starting point. With all charitable gifts, it is important to consult with your attorney or financial advisor to ensure that you comply with state laws, receive maximum tax benefits, and that your wishes are accurately reflected in necessary legal documents.
Samples
Estate Percentage Will or Trust Bequest Language:
I give, devise, and bequeath to Twin Cities Habitat for Humanity, Inc., a non-profit corporation located at 1954 University Ave W, St. Paul, Minnesota, _____ percent of my estate as an unrestricted gift. Tax ID: 36-3363171.
Cash Bequest Will or Trust Language:
I give, devise, and bequeath to Twin Cities Habitat for Humanity, Inc., a non-profit corporation located at 1954 University Ave W, St. Paul, Minnesota, the sum of $___________ as an unrestricted gift. Tax ID: 36-3363171.
Remaining Interest Will or Trust Bequest Language:
I give, devise, and bequeath to Twin Cities Habitat for Humanity, Inc., a non-profit corporation located at 1954 University Ave W, St. Paul, Minnesota, the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, as an unrestricted gift. Tax ID: 36-3363171
Investment Asset Will or Trust Bequest Language:
I give, devise, and bequeath to Twin Cities Habitat for Humanity, Inc., a non-profit corporation located at 1954 University Ave W, St. Paul, Minnesota, _____ shares of common stock of ____________ owned by me at my death as these shares shall exist at the date of my death, as an unrestricted gift. Tax ID: 36-3363171.
Property or Real Estate Will or Trust Bequest Language:
I give, devise, and bequeath to Twin Cities Habitat for Humanity, Inc., a non-profit corporation located at 1954 University Ave W, St. Paul, Minnesota, all of the right, title and interest in and to the real estate located at [INSERT ADDRESS OR DESCRIPTION OF PROPERTY], for its general use and purposes. Tax ID: 36-3363171.
Contact Information
Twin Cities Habitat for Humanity, Inc.
Attn: Laura Tanner
1954 University Avenue
St. Paul, MN 55104
Phone and Fax: (612) 305-7137
laura.tanner@tchabitat.org
Securities Transfers
DTC Number: 0547
Account Number: 6495-0608
Taxpayer ID Number: 36-3363171
Our Broker: Carson Jones, Robert W. Baird & Co.
952-838-8067
crjones@rwbaird.com
Please telephone our office if your client is transferring shares to Twin Cities Habitat. We need to know the name and numbers of shares being transferred.