Simple Wording for Your Will

The following are examples of language you might consider for leaving a bequest gift:

 

Unrestricted Use—Specific Bequest

To pay to the Georgian Bay Symphony, the sum of $.........to be used for such purposes for the benefit of the Symphony as its Board of Directors may from time to time determine.

 

Unrestricted Use—Residual Bequest

To pay or transfer to the Georgian Bay Symphony, the whole of the residue (or a percentage of the residual) of my estate to be used for such purposes for the benefit of the Symphony as its Board of Directors may from time to time determine.

 

Unrestricted Use—Gift of Tangible Property

To transfer and deliver to the Georgian Bay Symphony, 1000 shares of XYZ Industries Ltd. in kind for such purposes for the benefit of the Symphony as its Board of Directors may from time to time determine.

 

Restricted Use—Gift of Tangible Property

To transfer and deliver to the Georgian Bay Symphony, 1000 shares of XYZ Industries Ltd. in kind to be used for…………………………………..( e.g. the purchase and rental of music, the support of guest artist fees).

 

Legal name is Georgian Bay Symphony. 

Charitable registration number is BN 118937275 RR0001

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Note: This information on this website is provided for general information purposes only. It is not intended as a substitute for professional advice and assistance from your lawyer, financial advisor, or tax consultant. We recommend that you discuss your plans with your lawyer and/or financial advisor to ensure that they reflect your financial circumstances and giving goals, before proceeding with a legacy gift.