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Writing or updating your will can feel overwhelming. Let us help you simplify the process by sending you our Will and Estate Planning Guide, designed to walk you through the process of considering your goals, determining how you want your assets distributed, and organizing the relevant documents.
IRA owners age 73 and older may need to take annual required minimum distributions (RMDs) from their accounts. Use our RMD Calculator to determine the amount you are required to withdraw. To learn about gift options that count toward your RMD, visit our Gift from an IRA page.
Making a gift in your will or with a beneficiary designation?
SAMPLE WILL OR TRUST LANGUAGE
- Specific Bequest
Bequest of a Specific Dollar Amount
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to 100 Black Men of Indianapolis, Inc., a nonprofit organization located at 1500 East Michigan Street, Room 8, Indianapolis, IN 46201, Federal Tax ID #35-1813852, for 100 Black Men of Indianapolis’ general use and purpose.
Bequest of Specific Personal Property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to 100 Black Men of Indianapolis, Inc., a nonprofit organization located at 1500 East Michigan Street, Room 8, Indianapolis, IN 46201, Federal Tax ID #35-1813852, for 100 Black Men of Indianapolis’ general use and purpose.
Bequest of Specific Real Estate
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to 100 Black Men of Indianapolis, Inc., a nonprofit organization located at 1500 East Michigan Street, Room 8, Indianapolis, IN 46201, Federal Tax ID #35-1813852, for 100 Black Men of Indianapolis’ general use and purpose.
- Percentage Bequest
If you are considering making a bequest of a percentage of your estate to 100 Black Men of Indianapolis, we recommend the following language:
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to 100 Black Men of Indianapolis, Inc., a nonprofit organization located at 1500 East Michigan Street, Room 8, Indianapolis, IN 46201, Federal Tax ID #35-1813852, for 100 Black Men of Indianapolis’ general use and purpose.
- Residual Bequest
I hereby give, devise and bequeath to 100 Black Men of Indianapolis, Inc., a nonprofit organization located at 1500 East Michigan Street, Room 8, Indianapolis, IN 46201, Federal Tax ID #35-1813852, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for 100 Black Men of Indianapolis’ general use and purpose.
- Contingent Bequest
If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to 100 Black Men of Indianapolis, Inc., a nonprofit organization located at 1500 East Michigan Street, Room 8, Indianapolis, IN 46201, Federal Tax ID #35-1813852, DESCRIPTION OF PROPERTY to be used for 100 Black Men of Indianapolis’ general use and purpose.