Save Our Heritage Organisation
Suggested Wording
for Wills and TrustsThe following suggested wording is provided as a courtesy. Please consult your estate planning attorney for advice on all legal aspects of your estate planning.
Proportional Bequest
I give to Save Our Heritage Organisation, an amount equal to _______% (_______ percent) of the total value of the assets in my estate, whatever the amount shall be at the time of my death. [Continue with either: This gift is to be added to the Preservation Revolving Fund; or: This gift is to be used in such a manner as the Board of Directors of SOHO shall, in its sole discretion, determine.]
Residuary Bequest
I give to Save Our Heritage Organisation, all the residue and remainder of my estate. [Continue with either: This gift is to be added to the Preservation Revolving Fund; or: This gift is to be used in such a manner as the Board of Directors of SOHO shall, in its sole discretion, determine.]
Specific Bequest
I give to Save Our Heritage Organisation, (the sum of $_____________) OR (all right, title and interest in the following described property: _______________________________________). [Continue with either: This gift is to be added to the Preservation Revolving Fund; or: This gift is to be used in such a manner as the Board of Directors of SOHO shall, in its sole discretion, determine.]
Contingent Bequest
In the event that ______________________________ (name of wife, son, brother) shall not survive me, then I give ______________________________ (my home, my securities, or other assets) to Save Our Heritage Organisation. [Continue with either: This gift is to be added to the Preservation Revolving Fund; or: This gift is to be used in such a manner as the Board of Directors of SOHO shall, in its sole discretion, determine.]
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Cash
Charitable Lead Trusts
Charitable Remainder Trusts
Gifts of Life Insurance
Gifts of Real Estate
Gifts of Tangible Personal Property
Legal Defense Fund
Life Estate Agreements
Pooled Income Funds
Securities
Wills and Revocable (Living) Trusts
For more information contact: Bruce Coons, Executive Director
bruce.coons@SOHOsandiego.org
Save Our Heritage Organisation
2476 San Diego Avenue
San Diego CA 92110
Phone: (619) 297-9327
Fax: (619) 291-3576
Save Our Heritage Organisation is a 501 (c)3 non-profit organization.
Copyright ©2006, Save Our Heritage Organisation. Copyright Warning