Bequest Language

Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be a specific dollar amount, a percentage of your estate or the remainder after all other provisions are specified.

Our federal tax ID number is: #23-7069110

Below is suggested language to use when drafting your bequest.

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Sample Bequest Wording

Sample #1, Percentage bequest:

I give and bequeath to Oxfam America, Inc. (of 226 Causeway Street, 5th Floor, Boston, MA 02114-2206) for its general charitable purposes an amount equal to _____% of my gross estate, as finally determined for federal estate tax purposes.

Sample #2, Residual bequest:

All [or ___% of] the residue of my estate, including real and personal property, I give, devise and bequeath to Oxfam America, Inc. (of 226 Causeway Street, 5th Floor, Boston, MA 02114-2206) for its general charitable purposes.

Sample #3, Bequest for a specific amount:

I give and bequeath to Oxfam America, Inc. (of 226 Causeway Street, 5th Floor, Boston, MA 02114-2206) the sum of $_________ for its general charitable purposes.

Sample #4, Bequest of specific property:

I give, devise and bequeath to Oxfam America, Inc. (of 226 Causeway Street, 5th Floor, Boston, MA 02114-2206) for its general charitable purposes my ______________________ (property, such as “100 shares of XYZ Corporation” or “my 9 x 12 oriental rug”).

Sample #5, Contingent bequest:

In the event that any of the above-named beneficiaries predeceases me, or that any of the above bequests shall otherwise not be effective, I give, devise and bequeath that share in question to Oxfam America, Inc. (of 226 Causeway Street, 5th Floor, Boston, MA 02114-2206) for its general charitable purposes.