A bequest is a gift specified in your will or living trust. A charitable bequest to Grey Bears has dual benefits. It provides a tax deduction for the bequest amount against the value of your estate, and supports Grey Bears programs that improve the health and well-being of thousands of Santa Cruz County seniors, families, veterans and our community.
To make a bequest to Grey Bears or to establish a perpetual memorial fund, your bequest language should include:
Our legal name: “Grey Bears”
Grey Bears legal address: 2710 Chanticleer Ave, Santa Cruz CA 95065
Grey Bears Federal Tax ID (FEIN): 94-2298681
Here’s some language to create a charitable bequest to Grey Bears in your will or living trust:
“I give, devise and bequeath to Grey Bears, tax ID# 94-2298681, located at 2710 Chanticleer Ave, Santa Cruz CA 95065, the sum of $________ ; or ____ percent (____%) of my estate; or ____ percent (____%) of my estate residue (or real and personal property, including exact location) for the benefit of its general purposes.”
This is merely suggested wording; please consult your attorney or an estate planning professional when preparing legal documents. For more information please contact Tim Brattan, firstname.lastname@example.org, 831-479-1055 ext 224. We’re here to help.