Sample Bequest Language

Sample Bequest Language

General Purpose Specific Bequest

I give, devise, bequeath, ______ (insert dollar amount or item of property to be donated) to the American Heart Association, Inc., or its successor organization, a nonprofit corporation as described in section 170(c) of the Internal Revenue Code, with national headquarters located at 7272 Greenville Avenue, Dallas, Texas 75231, to be used for fighting cardiovascular diseases and stroke.

General Purpose Residuary Bequest

I give, devise, bequeath, ______ (insert % amount) of all the rest, residue and remainder of my estate to the American Heart Association Inc., or its successor organization, a nonprofit corporation as described in section 170(c) of the Internal Revenue Code, with national headquarters located at 7272 Greenville Avenue, Dallas, Texas 75231, to be used for fighting cardiovascular diseases and stroke.

Restricted Purpose Bequest

I give, devise, bequeath, ______ (insert dollar amount, item of property or % of residue) to the American Heart Association Inc., or its successor organization, a nonprofit corporation as described in section 170(c) of the Internal Revenue Code, with national headquarters located at 7272 Greenville Avenue, Dallas, Texas 75231 to be used exclusively [insert restricted use language here such as: for research, for CPR training, in the state of Maine, etc.].
 

Wills, Trusts, and Annuities

Have Questions?

Contact your Charitable Estate Planning Representative to discuss your options.


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American Heart Association’s
Tax Identification Number

13-5613797
 

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