Planned Giving

Bequest Language

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Forms of Bequest

The following are examples of the type of simple language that may be used in your will or trust to make a bequest to Lutheran Social Services of Illinois. They are intended only as examples and must be tailored by your lawyer to meet your specific needs and desires. Lutheran Social Services of Illinois’s Federal tax identification number is 36-2584799.

Undesignated Bequest: I give to Lutheran Social Services of Illinois, a nonprofit corporation located in Des Plaines, Illinois, ____________ (fill in a percentage of your estate, a certain sum of dollars, or a description of particular property) for general use and purpose.

Designated Bequest (for named endowment): I give to Lutheran Social Services of Illinois, a nonprofit corporation located in Des Plaines, Illinois, ____________ (fill in a percentage of your estate or a certain sum of dollars). I further direct that it shall be placed in Lutheran Social Services of Illinois’ endowment to be used pursuant to The (Name) Endowed Fund as set forth by a Gift Agreement executed between me and Lutheran Social Services of Illinois and which is incorporated by reference into this document.

Designated Bequest (for other specific purpose): I give to Lutheran Social Services of Illinois, a nonprofit corporation located in Des Plaines, Illinois, ____________ (fill in a percentage of your estate or a certain sum of dollars). I further direct that it shall be used for ________________________________ (fill in specific use) as set forth by a Gift Agreement executed between me and Lutheran Social Services of Illinois and which is incorporated by reference into this document.

Residual Bequest: All the rest, residue, and remainder of my estate, both real and personal, wherever located, I give to Lutheran Social Services of Illinois, a nonprofit corporation located in Des Plaines, Illinois.

 

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