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Bequest Language

Example bequest language


1. Bequest of cash

"I bequeath the sum of $10,000 to Shell Point Retirement Community of Fort Myers, FL."

2. Bequest of a percent of the estate

"I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to Shell Point Retirement Community, Fort Myers, FL."

3. Contingent Bequest

"If my brother John Doe survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 20% of my residuary estate, whether real or personal property and wherever located to Shell Point Retirement Community, Fort Myers, FL."
 

Legal Name


The Legacy Foundation at Shell Point, Inc., the charitable, tax-exempt organization located in Florida.

Shell Point Retirement Community, the charitable, tax-exempt organization located in Florida.

TAX I.D. Number


The Legacy Foundation at Shell Point, Inc. TAX ID number is #800002415.

The Christian and Missionary Alliance Foundation, Inc. DBA Shell Point Retirement Community TAX ID number is #591166437.
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