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Legacy Planning

Bequest Language

Make sure to include your chapter name in the url.

The following language is an example of wording that may be used to name {{ChapterLong}} as a beneficiary of your last will and testament. Your gift may be of a specific dollar amount or it may also be of a percentage of your estate.

{{{BequestLanguage}}}

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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult with an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.