Skip to Main Content
Back to Main Website

Giving Home > How to Give > Bequest

Bequest

A bequest is a gift you can make to support Adrian Dominican Sisters's mission in your will or living trust or with a codicil.

Make a lasting impact on our work after you are gone.

Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to our organization

Charitable bequest video

How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or Adrian Dominican Sisters as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to Adrian Dominican Sisters

  • Include a bequest to Adrian Dominican Sisters in your will or revocable trust
  • Designate Adrian Dominican Sisters as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
  • Name Adrian Dominican Sisters as a beneficiary of your life insurance policy

A bequest may be made in several ways

  • Specific Bequest - A specific bequest involves making a gift of a specific asset such as real estate, a car, other property or a gift for a specific dollar amount. For example, you may wish to leave your home or $10,000 to Adrian Dominican Sisters.
  • Percentage Bequest - Another kind of bequest involves leaving a specific percentage of your overall estate to our organization. For example, you may wish to leave 10% of your estate to Adrian Dominican Sisters.
  • Residual Bequest - A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to our organization. For example, you may wish to leave 30% of the residue of your estate to Adrian Dominican Sisters.

Sample Bequest Language

1. Specific Bequest

If you are considering making an outright bequest to Adrian Dominican Sisters, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Adrian Dominican Sisters, a nonprofit organization located at 1257 E. Siena Heights Drive, Adrian, MI 49221, Federal Tax ID #_______________, for Adrian Dominican Sisters's general use and purpose.

2. Percentage Bequest

If you are considering making a bequest of a percentage of your estate to Adrian Dominican Sisters, 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 Adrian Dominican Sisters, a nonprofit organization located at 1257 E. Siena Heights Drive, Adrian, MI 49221, Federal Tax ID #_______________, for Adrian Dominican Sisters's general use and purpose.

3. Residual Bequest

I hereby give, devise and bequeath to Adrian Dominican Sisters, a nonprofit organization located at 1257 E. Siena Heights Drive, Adrian, MI 49221, Federal Tax ID #_______________, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Adrian Dominican Sisters's general use and purpose.

4. Contingent Bequest

If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Adrian Dominican Sisters, a nonprofit organization located at 1257 E. Siena Heights Drive, Adrian, MI 49221, Federal Tax ID #_______________, DESCRIPTION OF PROPERTY to be used for Adrian Dominican Sisters's general use and purpose.

5. Restricted Bequests

If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.

If you are making a restricted bequest, we recommend that your attorney include the following provision to give Adrian Dominican Sisters flexibility should it no longer be possible for Adrian Dominican Sisters to use your gift as you originally intended:

If, in the judgment of the General Council of Adrian Dominican Sisters, it shall become impossible for Adrian Dominican Sisters to use this bequest to accomplish the specific purposes of this bequest, Adrian Dominican Sisters may use the income and principal of this gift for such purpose or purposes as the General Council determines is most closely related to the restricted purpose of my bequest.

Contact Us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to Adrian Dominican Sisters as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.