Sample Bequest Language

• Unrestricted Gift: A gift that can be used where need is greatest

                   -I give, devise, and bequeath to the Charlotte Museum of History in Charlotte, North Carolina,  

                    _______(Dollars) to be used for its general purposes.

• Residuary Bequest: Leaves any remainder after all other bequests have been paid

                  - I give, devise, and bequeath to the Charlotte Museum of History in Charlotte, North Carolina, _______ percent

                    of the residue of my estate to be used for its general purposes.

• Contingency Gift: Takes effect only if a primary intention can't be met

                  - In the event that ________ predeceases me, I give, devise, and bequeath his/her bequest or share to the

                    Charlotte Museum of History in Charlotte, North Carolina, _____ to be used for its general purposes.

• Restricted Gift: A gift that is restricted to a certain program or usage, such as endowment. Bequest provisions designated for a specific program or activity require additional language. It is best to contact the Charlotte Museum of History in advance to ensure that your wishes are properly understood.

Please note that this information is not intended as legal, tax, or investment advice. When considering a planned gift, always consult your attorney, financial advisor, and tax accountant.