Bequest Language
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:
- 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.)
- 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.”
- 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 Lisa Brabo, Executive Director at (805) 965-1001, ext. 267, or e-mail her.
