Sample Bequest Language
A bequest is a gift made through your will or living trust and is the most popular type of deferred gift to Pacific Northwest Ballet. You may designate your gift to Pacific Northwest Ballet Foundation where your donation will be placed into PNB’s Endowment to earn interest and provide support for PNB in perpetuity. Or you may choose to designate your gift to Pacific Northwest Ballet Association where your gift will be available in full to help meet current expenses. It is PNB’s policy that any undesignated bequest gift will be placed in the PNB Endowment to allow your bequest to become your lasting legacy to PNB.
As you consider a bequest to Pacific Northwest Ballet, you and your attorney may find it helpful to have the following wording for different types of bequest provisions.
Specific sum of money
“I give to Pacific Northwest Ballet Foundation[Association], or its successor organization, the sum of [insert here the exact dollar amount].”
Specific property such as real estate, stocks, bonds, works of art, or other items
“I give to Pacific Northwest Ballet Foundation[Association], or its successor organization, [insert here a description of the particular property].”
Rest and residue of estate after paying debts, taxes, expenses, and other bequests
“I give to Pacific Northwest Ballet Foundation[Association], or its successor organization, all [or a stated percentage] of the rest, residue, and remainder of my estate.”
Contingent bequest if you are not survived by certain individuals
“If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to Pacific Northwest Ballet Foundation[Association], or its successor organization, [insert here the exact dollar amount, description of property, or percentage of residual estate].”
Please note: This wording is intended to be used as sample wording only and is provided solely as a courtesy for our donors to share with their attorneys. It should not be relied upon as a substitute for professional advice.