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Bequest Language

One of the easiest planned gifts is to include Saddleback Memorial Foundation in your will, charitable trust, or revocable living trust. You can make bequests for a percentage of an estate, a specific dollar amount, for a remainder amount after other bequests are fulfilled, or as a contingent bequest. You can make this provision as part of a new will, or add it to your existing plan as a codicil to your will, or an amendment to your trust.

The language that you would use for your will or trust is as follows:

1. Bequest of a percentage of the estate:

"I hereby devise and bequeath _____% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to the Saddleback Memorial Foundation (Tax ID: 33-0011887), a qualified charity under the Internal Revenue Code, Sections 170(b)(1)(A),170(c), 2055, and 2522, located at 24451 Health Center Drive, Laguna Hills, CA 92653, to be used for the following specific purpose __________________________, or if no specific purpose is designated, the for the general purposes as determined by the Saddleback Memorial Foundation Board of Directors."

2. Bequest of a specific dollar amount:

"I hereby devise and bequeath $__________ dollars of my estate from property owned at my death, whether real or personal, and wherever located to the Saddleback Memorial Foundation (Tax ID: 33-0011887), a qualified charity under the Internal Revenue Code, Sections 170(b)(1)(A),170(c), 2055, and 2522, located at 24451 Health Center Drive, Laguna Hills, CA 92653, to be used for the following specific purpose __________________________, or if no specific purpose is designated, the for the general purposes as determined by the Saddleback Memorial Foundation Board of Directors."

3. Bequest of a percentage of the estate after other bequests are fulfilled:

"After all specific dollar amount bequests have been fulfilled, I hereby devise and bequeath _____% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to the Saddleback Memorial Foundation (Tax ID: 33-0011887), a qualified charity under the Internal Revenue Code, Sections 170(b)(1)(A),170(c), 2055, and 2522, located at 24451 Health Center Drive, Laguna Hills, CA 92653, to be used for the following specific purpose __________________________, or if no specific purpose is designated, the for the general purposes as determined by the Saddleback Memorial Foundation Board of Directors."

4. Contingent Bequest

"If [John Doe] survives me, I devise and bequeath _____% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to [John Doe]. If [John Doe] does not survive me, then I devise and bequeath _____% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to the Saddleback Memorial Foundation (Tax ID: 33-0011887), a qualified charity under the Internal Revenue Code, Sections 170(b)(1)(A),170(c), 2055, and 2522, located at 24451 Health Center Drive, Laguna Hills, CA 92653, to be used for the following specific purpose __________________________, or if no specific purpose is designated, the for the general purposes as determined by the Saddleback Memorial Foundation Board of Directors."

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