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Holocaust Memorial Resource & Education Center of Florida's Bequest Language

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your last will and testament or trust specifying a gift to whom you choose whether it be family, friends or a charity such as the Holocaust Memorial Resource & Education Center of Florida as part of your estate plan.

Types of Bequests

Specific Bequest. A specific bequest involves making a gift of a specific dollar amount or a specific asset, such as securities, real estate, or other property in your last will and testament or trust.

Percentage Bequest . Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity.

Residuary Bequest . In your last will and testament or trust, you may designate where the remainder of your estate will go after all other bequests, debts, and taxes have been paid. You can designate the Holocaust Memorial Resource & Education Center of Florida as beneficiary of all or a portion of your residual estate.

Contingent Bequest. This is a bequest made on the condition that a certain event must occur before distribution to the beneficiary. For example, you may designate the Holocaust Memorial Resource & Education Center of Florida as a beneficiary if your spouse, other heirs or designees predecease you.

Bequest Language

The information presented here is not offered as legal or tax advice. You should seek the advice of your tax advisor, attorney and/or financial planner to make certain any gift or bequest you are considering fits well with your individual circumstances. We have provided some basic bequest language to assist you and your advisor.

Specific Bequest

If you are considering making an outright bequest to the Holocaust Memorial Resource & Education Center of Florida, we recommend the following language:

Bequest of a Specific Dollar Amount

"I hereby give, devise and bequeath the sum of $ DOLLARS to the Holocaust Memorial Resource & Education Center of Florida, Inc.; a nonprofit organization located at 851 N. Maitland Ave., Maitland, FL 32751, Federal Tax ID #59-2219851, for the Holocaust Memorial Resource & Education Center of Florida, Inc.'s general use and purpose."

Bequest of Specific Personal Property

"I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to the Holocaust Memorial Resource & Education Center of Florida, Inc.; a nonprofit organization located at 851 N. Maitland Ave., Maitland, FL 32751, Federal Tax ID #59-2219851, for the Holocaust Memorial Resource & Education Center of Florida, Inc.'s general use and purpose."

Bequest of Specific Real Estate

"I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to the Holocaust Memorial Resource & Education Center of Florida, Inc.; a nonprofit organization located at 851 N. Maitland Ave., Maitland, FL 32751, Federal Tax ID #59-2219851, for the Holocaust Memorial Resource & Education Center of Florida, Inc.'s general use and purpose."

Percentage Bequest

If you are considering making a bequest of a percentage of your estate to the Holocaust Memorial Resource & Education Center of Florida, Inc., we recommend the following language:

"I hereby give, devise and bequeath percent ( %) of my total estate, determined as of the date of my death, to the Holocaust Memorial Resource & Education Center of Florida, Inc.; a nonprofit organization located at 851 N. Maitland Ave., Maitland, FL 32751, Federal Tax ID #59-2219851, for the Holocaust Memorial Resource & Education Center of Florida, Inc.'s general use and purpose."

Residuary Bequest

"I hereby give, devise and bequeath to the Holocaust Memorial Resource & Education Center of Florida, Inc.; a nonprofit organization located at 851 N. Maitland Ave., Maitland, FL 32751, Federal Tax ID#59-2219851, all (or state the fraction or percentage) of the rest, residue or remainder of my estate, both real and personal, to be used for the Holocaust Memorial Resource & Education Center of Florida, Inc.'s general use and purpose."

Contingent Bequest

"If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to the Holocaust Memorial Resource & Education Center of Florida, Inc.; a nonprofit organization located at 851 N. Maitland Ave., Maitland, FL 32751, Federal Tax ID#59-2219851, DESCRIPTION OF PROPERTY to be used for the Holocaust Memorial Resource & Education Center of Florida, Inc.'s general use and purpose."

Restricted Bequests

You may designate your bequest to support a specific program or purpose that reflects your personal or professional interest. For example, you may wish to make a bequest to the UpStanders: Stand Up to Bullying initiative, the Helen Greenspun Endowment for Holocaust Education, or Teachers Institute on Holocaust Studies.

If you are making a restricted bequest, we recommend that your attorney include the following wording at the end of the provision to give the Holocaust Memorial Resource & Education Center of Florida flexibility should it no longer be possible for the Holocaust Memorial Resource & Education Center of Florida to use your gift as you originally intended.

"…for so long as the Holocaust Memorial Resource & Education Center of Florida Board of Directors determines that the need exists. Should the need no longer exist, said Board of Directors may, in its sole discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above."

Contact Us

Please contact Raychel Cesaro, Development Manager, at (407) 628-0555 x 285 or rcesaro@holocaustedu.org if you have any questions about how to make a bequest to the Holocaust Memorial Resource & Education Center of Florida or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.

If you have included a bequest for the Holocaust Memorial Resource & Education Center of Florida in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.

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