Bequest Language

Green-Divider

A planned gift through your estate plans can help to secure the long-term financial viability of Family Service Agency and sustain its ability to continue  serving  families  in need for a second century. The easiest planned gift is a simple bequest that names Family Service Agency as a beneficiary in your Will or Living Trust. When realized, your bequest will help to sustain a “legacy of healthy families” in Santa Barbara for generations to come.

A bequest can leave to Family Service Agency a fixed dollar amount, a percentage, or the residue of your estate.  The amount you designate will pass to charity free of estate tax.  Suggested language for your attorney to use follows:

  1.  Fixed Amount of Money or a Designated Property

“I give, devise, and bequeath to Family Service Agency of Santa Barbara, located at 123 West Gutierrez Street in Santa Barbara, California, $_________.” (Or  describe the real or personal property, including exact location.)

  1. Percentage of the Estate

“I give, devise and bequeath to Family Service Agency of Santa Barbara, located at 123 West Gutierrez Street in Santa Barbara, California, ________% of my estate.”

  1. Residual Bequest

“All the residue of my estate, including real and personal property, I give, devise and bequeath to Family Service Agency of Santa Barbara, located at 123 West Gutierrez Street in Santa Barbara, California.”

Federal Tax Identification #:  95-1644031

For questions about this and other ways to give to Family Service Agency and its endowment fund, please call Denise Hinkle, Director of Development and Communications, at (805) 965-1001, ext. 267, or e-mail her at dhinkle@fsacares.org.