Gifts in Your Will

Bequests: Including Stephens County Humane Society in Your Will

Making a legacy gift in your will or trust is one of the easiest and most popular ways to support animals beyond your lifetime.

Here are the most common ways that people make a lasting gift to Stephens County Humane Society:

Specific bequest:

A specific bequest involves making a gift of a specific asset such as real estate, a car, other property, or a gift for a specific dollar amount.

Percentage Bequest:

Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to Stephens County Humane Society.

Residual bequest:

A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity. For example, you may wish to leave 30% of the residue of your estate to Stephens County Humane Society.

Contingent bequest:

A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a relative, but the bequest language could provide that if the relative is not alive at the time of your death, the vacation home will go to Stephens County Humane Society.



Sample Language

In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to Stephens County Humane Society in your estate plan. We have provided some basic bequest language to assist you and your attorney.

If you are considering making an outright bequest to Stephens County Humane Society, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Stephens County Humane Society, a nonprofit organization located at 714 Martin Luther King, Jr. Ave., Duncan, OK 73533, Federal Tax ID #73-1202082, for Stephens County Humane Society' general use and purpose.

Bequest of Specific Personal Property

I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Stephens County Humane Society, a nonprofit organization located at 714 Martin Luther King, Jr. Ave., Duncan, OK 73533, Federal Tax ID #73-1202082, for Stephens County Humane Society' general use and purpose.

Bequest of Specific Real Estate

I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Stephens County Humane Society, a nonprofit organization located at 714 Martin Luther King, Jr. Ave., Duncan, OK 73533, Federal Tax ID #73-1202082, for Stephens County Humane Society' general use and purpose

Percentage Bequests

If you are considering making a bequest of a percentage of your estate to Stephens County Humane Society, we recommend the following language:

I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Stephens County Humane Society, a nonprofit organization located at 714 Martin Luther King, Jr. Ave., Duncan, OK 73533, Federal Tax ID #73-1202082, for Stephens County Humane Society' general use and purpose.

Residual Bequests

I hereby give, devise and bequeath to Stephens County Humane Society, a nonprofit organization located at 714 Martin Luther King, Jr. Ave., Duncan, OK 73533, Federal Tax ID #73-1202082, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Stephens County Humane Society’ general use and purpose.

Contingent Bequests

If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Stephens County Humane Society, a nonprofit organization located at 714 Martin Luther King, Jr. Ave., Duncan, OK 73533, Federal Tax ID #73-1202082, DESCRIPTION OF PROPERTY to be used for Stephens County Humane Society’ general use and purpose.

If at any point in time and for any reason, you wish to include Stephens County Humane Society in your current will, you can easily amend it by using a Codicil. A codicil is a document your attorney can prepare to amend your will or trust without rewriting the entire document. The codicil adds a new gift to Stephens County Humane Society while reaffirming the other terms of your will.

Contact Us

Please contact us if you have any questions about how to make a bequest to Stephens County Humane Society or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.

If you have included a bequest for Stephens County Humane Society in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.

Kelly Nelson
Executive Director
Stephens County Humane Society
Phone: (580) 606-3361
Email: [email protected]