Gifts in a Will or Trust Language
Below is language you can use to include a gift in a will or trust to benefit your Cassia community.
1. Specific Gifts in a Will or Trust
If you are considering making outright gifts in a will or trust to Cassia, we recommend the following language:
Gifts in a Will or Trust of a Specific Dollar Amount
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Cassia Foundation, a DBA of Cassia and a non-profit located at 7171 Ohms Ln, Edina, MN 55439, Federal Tax ID #_______________, for the support of [preferred Cassia Community].
Gifts in a Will or Trust of Specific Personal Property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Cassia Foundation, a DBA of Cassia and a non-profit located at 7171 Ohms Ln, Edina, MN 55439, Federal Tax ID #_______________, for the support of [preferred Cassia Community].
Gifts in a Will or Trust of Specific Real Estate
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Cassia Foundation, a DBA of Cassia and a non-profit located at 7171 Ohms Ln, Edina, MN 55439, Federal Tax ID #_______________, for the support of [preferred Cassia Community].
2. Percentage Gifts in a Will or Trust
If you are considering making gifts in a will or trust of a percentage of your estate to Cassia Foundation, a DBA of Cassia and a non-profit, 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 Cassia Foundation, a DBA of Cassia and a non-profit located at 7171 Ohms Ln, Edina, MN 55439, Federal Tax ID #_______________, for the support of [preferred Cassia Community].
3. Residual Gifts in a Will or Trust
I hereby give, devise and bequeath to Cassia Foundation, a DBA of Cassia and a non-profit located at 7171 Ohms Ln, Edina, MN 55439, Federal Tax ID #_______________, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for the support of [preferred Cassia Community].
4. Contingent Gifts in a Will or Trust
If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Cassia Foundation, a DBA of Cassia and a non-profit located at 7171 Ohms Ln, Edina, MN 55439, Federal Tax ID #_______________, DESCRIPTION OF PROPERTY to be used for the support of [preferred Cassia Community].
5. Restricted Gifts in a Will or Trusts
If you are considering gifts in a will or trust but would like to ensure that your gifts in a will or trust 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 gift in a will or trust, we recommend that your attorney include the following provision to give Cassia flexibility should it no longer be possible for Cassia to use your gift as you originally intended:
If, in the judgment of the Board of Directors of Cassia, it shall become impossible for Cassia to use this gift in a will or trust to accomplish the specific purposes of this gift in a will or trust, Cassia may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my gifts in a will or trust.
Contact Us
Please contact us if you have any questions about how to make a gift in a will or trust to Cassia or to request any additional information that might be helpful to you and your attorney as you consider making a gift in a will or trust to us. If you have included a gift in a will or trust for Cassia in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.
