Bequest Language for Donors
The following is intended to help you and your attorney in drafting a bequest that satisfies your interests. As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding Unitarian Universalist Service Committee, be sure our organization’s correct legal name appears in all final documents as:
“Unitarian Universalist Service Committee, Inc., 689 Massachusetts Avenue, Cambridge, MA 02139-3302, a Massachusetts nonprofit corporation, or its successor, Federal Tax Identification Number: 04-6186012.”
A General Bequest of a stated sum of money or percentage of an estate may be worded:
"I give to Unitarian Universalist Service Committee, a Massachusetts non-profit currently located at 689 Massachusetts Avenue, Cambridge, MA 02139-3302, Federal Tax ID 04-6186012, [all (or ____ percent) of my residuary estate] or [the sum of $ ____ ] to be used for its general purpose."
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.