Sample Language for Bequests

Sample Language for Bequests

We advise you to obtain the assistance of an attorney when making or revising your will. If you have questions about this material or require additional information about making a provision in your will to benefit Sudbury Valley Trustees, please contact our Executive Director, Lisa Vernegaard at 978-443-5588 X114

Suggested forms of Bequests and Sample Language

Cash BequestSpecific dollar amount:

“I bequeath the sum of $_______________ to Sudbury Valley Trustees, a Massachusetts nonprofit corporation having a principal place of business in Sudbury, Massachusetts, to be used or disposed of as Sudbury Valley Trustees, in its sole discretion, deems appropriate.”

Bequest of PropertySpecific property (personal property):

“I bequeath (describe property) to Sudbury Valley Trustees, a Massachusetts non-profit corporation having a principal place of business in Sudbury, Massachusetts, to be used or disposed of as Sudbury Valley Trustees in its sole discretion deems appropriate.”

Specific property (real estate):

“I devise all of my right, title, and interest in and to real estate located at (give address and describe property) to Sudbury Valley Trustees, a Massachusetts non-profit corporation having a principal place of business in Sudbury, Massachusetts, to be used or disposed of as Sudbury Valley Trustees in its sole discretion deems appropriate.”

Residuary BequestShare of or entire value of residue of your estate:

“I devise and bequeath (________ percent) (the entire value) of the residue of my estate to Sudbury Valley Trustees, a Massachusetts non-profit corporation having a principal place of business in Sudbury, Massachusetts, to be used or disposed of as Sudbury Valley Trustees in its sole discretion deems appropriate.”

Contingent BequestLeave the charitable organization whatever is left in the estate after the death of the primary heir(s), usually the surviving spouse. Insert the conditional language in one or more of the above provisions.

 “If my husband (wife) does not survive me, I bequeath the sum of $__________ to Sudbury Valley Trustees, a Massachusetts non-profit corporation having a principal place of business in Sudbury, Massachusetts, to be used or disposed of as Sudbury Valley Trustees in its sole discretion deems appropriate.”

Restricted Use
If the gift to Sudbury Valley Trustees is for a purpose other than Sudbury Valley Trustees’ unrestricted use, insert the restriction in place of the words “to be used or disposed of as Sudbury Valley Trustees in its sole discretion deems appropriate.” 

For example:

“I bequeath the sum of $________ to Sudbury Valley Trustees, a Massachusetts non-profit corporation having a principal place of business in Sudbury, Massachusetts for the following use: 
“i.e. the purchase of critical lands, land conservation needs, land conservation monitoring and staffing, etc.”

In the event of a gift subject to a restriction, we would appreciate your consulting with us to determine if the restriction is appropriate for SVT. We also suggest including one of the following provisions:

  • A. “However, I impose no legal or equitable obligation in this regard.”
  • B. “If in the judgment of Sudbury Valley Trustees it becomes, or is likely to become, impossible or impractical to accomplish the purposes of this gift, the income or principal, or both, may be used for such related purposes and in such manner as determined by Sudbury Valley Trustees.”

Sudbury Valley Trustees is a tax-exempt organization described in Section 501 (c)(3) of the Internal Revenue Code. Tax ID # 04-6049963