will language

The following language may help you and your attorney when drawing up a bequest that meets your needs.

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General bequest: If you intend to leave an outright gift of cash, securities, or other property by designating a specific dollar amount, a particular asset, or a fixed percentage of your estate to Habitat for Humanity to be used for general purposes:

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“After taking care of all expenses, debts and other provisions, I give, devise and bequeath ___ percent of the rest and residue [or $___ if a specific amount] to Habitat for Humanity Fresno Inc., a California-based charitable organization [Tax ID# 77-0076649] currently with administrative offices at 4991 E. McKinley Avenue Suite 123, Fresno CA 93727.”

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Contingency bequest: If you wish to make a contingency gift so Habitat for Humanity will receive a portion of your estate if your named beneficiary does not survive you:

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“If any of the beneficiaries named in this will should die before becoming entitled to receive their distributive share of my estate, I direct my trustee to pay or transfer the share to which such beneficiary would otherwise be entitled, to Habitat for Humanity Fresno Inc. for its unrestricted use and purpose.”

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If at any point in time and for any reason, you wish to make changes to include Habitat in your will, you can easily amend it by using a Codicil. A codicil is a document your attorney can prepare to amend your will or trust without rewriting the entire document. The codicil adds a new gift to Habitat for Humanity Greater Fresno Area while reaffirming the other terms of your will.

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For more information, click the button below or contact Brad Stevens at 559.237.4102 x111 or via e-mail at brad@habitatfresno.org. You can also contact Tyler Hirschkorn, one of our Thrivent Financial professionals at tyler.hirschkorn@thrivent.com.