Bequest

Suggested Bequest Language

Considering making a lifetime gift to Iowa Right to Life? Thank you! Use this sheet as a reference point the next time you update your will, trust, or estate plan.

Step 1 : Choose a Beneficiary
Choose from the organizations below to determine a beneficiary. The 501(c)(3) or (c)(4) status can affect the distribution of your assets in relation to estate tax. Be sure to use the full name listed below in all legal documentation.
501(c)(3):
Iowa Right to Life Committee Educational Fund
501(c)(4):
Iowa Right To Life Committee, Inc.

Step 2 : Determine Your Type of Gift
The following is suggested language for your legal professional to integrate into your will or trust. The type of gift you want to make will determine the correct paragraph to choose. For instance, if you know you want to leave a specific amount of $40,000 choose suggestion “a” for a specific bequest and fill in the blanks. If you want to leave 15 % of your entire estate, choose suggestion “b” for a residuary bequest and fill in the blanks. Suggestion “c” is for non-monetary gifts and you can use it for tangible items. Also, use the beneficiary you chose in step 1 to help fill in the blanks below.

  • a) General Specific Bequest
    I give, devise and bequeath to the [fill in the beneficiary from step 1], 1450 East 33rd Street, Des Moines, IA 50317, the sum of $____________ (or here otherwise describe the gift) for its general purposes as shall be determined by its Board of Directors.
  • b) General Residuary Bequest
    All [or state a _______%] of the rest, residue, and remainder of my property, both real and personal and wheresoever situated, I give, devise and bequeath to the [fill in the beneficiary from step 1], 1450 East 33rd Street, Des Moines, IA 50317, for its general purposes as shall be determined by its Board of Directors.
  • c) General Gift of Other Personal Property
    I give, devise and bequeath to [fill in the beneficiary from step 1], 1450 East 33rd Street, Des Moines, IA 50317, [here describe the gift] for its general purposes as shall be determined by its Board of Directors.

Step 3 : Schedule an appointment and have your will or trust updated
Your legal professional may have other preferred text, the suggestions above are only shown as a guide.