Bequest Language

Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be a specific dollar amount, a percentage of your estate, or the remainder after all other provisions are specified.

Our federal tax ID number is: 27-3009280

Below is suggested language to use when drafting your bequest.

Sample Language

Sample Contingent Bequest (Unrestricted)

 “If (name of person) is not living at the time of my demise, I give, devise, and bequeath [identify here the specific sum of money, the specific asset, or the portion of the residual estate] to The Mountaineers, federal tax identification number: 27-3009280,  currently located at 7700 Sand Point Way NE,  Seattle, WA 98115 in such a manner as The Board of Directors of The Mountaineers may direct.”

Sample Non-contingent Bequest (Unrestricted)

“I give, devise, and bequeath [identify here the specific sum of money, the specific asset, or the portion of the residual estate] to The Mountaineers, federal tax identification number: 27-3009280, currently located at 7700 Sand Point Way NE,  Seattle, WA 98115 in such a manner as The Board of Directors of The Mountaineers may direct.”

Sample Non-contingent Bequest (Restricted)

“I give, devise, and bequeath [identify here the specific sum of money, the specific asset, or the portion of the residual estate] to The Mountaineers, federal tax identification number: 27-3009280, currently located at 7700 Sand Point Way NE,  Seattle, WA 98115 specifically for [describe primary purpose, but use general language so that the restriction is not so limited as to prevent the charity from applying the money in the most efficient way.]

 If it is determined by the Board of  Directors of The Mountaineers that all or part of the gift is no longer needed, or for any reason cannot be used for the stated purpose, then such portion of the gift may be used for other related purposes, which the Board of Directors deems to be in the best interest of The Mountaineers, giving consideration to the original purposes described above.”

If you have named The Mountaineers in your will or trust, please let us know so we can ensure that your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift. However, if you prefer to remain anonymous, we will keep your name and gift in strict confidence.

Please contact Brianne Vanderlinden at (206) 521-6006 or briv@mountaineers.org for more information.