Sample Language
Please consider this information as a starting point. With all charitable gifts, it is important to consult with your attorney or financial advisor to ensure that you comply with state laws, receive maximum tax benefits, and that your wishes are accurately reflected in necessary legal documents.
Estate Percentage Will or Trust Bequest Language:
I give, devise, and bequeath to Habitat for Humanity of Collier County, Inc., a non-profit corporation located at 11145 Tamiami Trail E, Naples, FL 34113, _____ percent of my estate as an unrestricted gift. Tax ID: 59-1834379.
Cash Bequest Will or Trust Language:
I give, devise, and bequeath to Habitat for Humanity of Collier County, Inc., a non-profit corporation located at 111145 Tamiami Trail E, Naples, FL 34113, the sum of $___________ as an unrestricted gift. Tax ID: 59-1834379.
Remaining Interest Will or Trust Bequest Language:
I give, devise, and bequeath to Habitat for Humanity of Collier County, Inc., a non-profit corporation located at 111145 Tamiami Trail E, Naples, FL 34113, the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, as an unrestricted gift. Tax ID: 59-1834379
Investment Asset Will or Trust Bequest Language:
I give, devise, and bequeath to Habitat for Humanity of Collier County, Inc., a non-profit corporation located at 111145 Tamiami Trail E, Naples, FL 34113, _____ shares of common stock of ____________ owned by me at my death as these shares shall exist at the date of my death, as an unrestricted gift. Tax ID: 59-1834379.
Property or Real Estate Will or Trust Bequest Language:
I give, devise, and bequeath to Humanity of Collier County, Inc., a non-profit corporation located at 111145 Tamiami Trail E, Naples, FL 34113, all of the right, title and interest in and to the real estate located at [INSERT ADDRESS OR DESCRIPTION OF PROPERTY], for its general use and purposes. Tax ID: 59-1834379
Contact Information
Habitat for Humanity of Collier County, Inc.
Attn: Jennifer Pash
11145 Tamiami Trail E
Naples, FL 34113
Phone: 239-775-0036
jpash@habitatcollier.org