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Offical Bequest Language
Our Legal name is Oxfam America, Inc.
226 Causeway Street, 5th Floor, Boston, MA 02114
Our Tax ID is 23-7069110
Sample Bequest Wording
Sample #1, Percentage bequest:
I give and bequeath to Oxfam America, Inc. (of 226 Causeway Street, 5th Floor, Boston, MA 02114) for its general charitable purposes an amount equal to _____% of my gross estate, as finally determined for federal estate tax purposes.
Sample #2, Residual bequest:
All [or ___% of] the residue of my estate, including real and personal property, I give, devise and bequeath to Oxfam America, Inc. (of 226 Causeway
Street, 5th Floor, Boston, MA 02114) for its general charitable purposes.
Sample #3, Bequest for a specific amount:
I give and bequeath to Oxfam America, Inc. (of 226 Causeway Street, 5th Floor, Boston, MA 02114) the sum of $_________ for its general charitable purposes.
Sample #4, Bequest of specific property:
I give, devise and bequeath to Oxfam America, Inc. (of 226 Causeway Street, 5th Floor, Boston, MA 02114) for its general charitable purposes my ______________________ (property, such as “100 shares of XYZ Corporation” or “my 9 x 12 oriental rug”).
Sample #5, Contingent bequest:
In the event that any of the above-named beneficiaries predeceases me, or that any of the above bequests shall otherwise not be effective, I give, devise and bequeath that share in question to Oxfam America, Inc. (of 226 Causeway Street, 5th Floor, Boston, MA 02114) for its general charitable purposes.
Copyright © Oxfam America, All rights reserved.
The information on this site is not intended as legal, tax or investment advice.
For such advice, please consult an attorney, tax professional or investment professional.
