Bequest Language

pdficon_large.gif Printable Bequest Language

A bequest—a gift in your will or living trust—is simple and convenient:

  • Your bequest can be a specific dollar amount or a percentage of your estate.
  • You can designate your bequest for general use, or you can restrict its use to one of our program services. The most useful type of bequest is unrestricted, allowing the funds to be allocated wherever the need is greatest and taking into account that the future may call for a use that cannot be anticipated at the time of your gift.
  • You can designate cash or an asset, such as securities, real estate, or personal property.
  • You can name Didi Hirsch Mental Health Services to receive a residuary bequest, leaving all or a portion of the remainder of your estate after payment of expenses and any specific amounts designated to other beneficiaries.


Sample Bequest Language

Your circumstances and wishes are unique, so the following examples can cover only the more common of the possible gift opportunities.  We encourage you to discuss your intentions with us at Didi Hirsch to ensure that your wishes will be properly followed and recognized.   And of course, because a will is an important legal document, you should seek an attorney's help.

Specific amount for unrestricted purposes

I give to Didi Hirsch Mental Health Services, incorporated as Didi Hirsch Psychiatric Service (tax ID # 95-1816023), a not-for-profit organization located in Los Angeles County, CA, the sum of $_________ in cash (or description of stock or other property) to be used for its general charitable purposes.

Percentage of estate for unrestricted purposes

I give to Didi Hirsch Mental Health Services, incorporated as Didi Hirsch Psychiatric Service (tax ID # 95-1816023), a not-for-profit organization located in Los Angeles County, CA, _____ percent (%) of the remainder of my estate for its general charitable purposes.

Specific amount for specific purposes

I give, devise, and bequeath to Didi Hirsch Mental Health Services, incorporated as Didi Hirsch Psychiatric Service (tax ID # 95-1816023), a not-for-profit organization located in Los Angeles County, CA, the sum of $_________ in cash  (or description of stock or other property) to be used for _______________ __________________________________ by Didi Hirsch Mental Health Services.  If changed circumstances should at some future time make it impractical to continue administering this bequest for the purpose designated, then the Didi Hirsch Mental Health Services board of directors may redesignate the purpose, provided the terms adhere as closely as possible to my original intent.

Percentage of estate for endowment

I give to Didi Hirsch Mental Health Services, incorporated as Didi Hirsch Psychiatric Service (tax ID # 95-1816023), a not-for-profit organization located in Los Angeles County, CA, _____ percent (%) of the remainder of my estate, designated to the endowment fund.  The income, at a payout rate provided for by the board of directors, is to be applied to the general purposes of the organization (OR restricted to ________________________). If changed circumstances should at some future time make it impractical to continue administering proceeds from this bequest for the purpose designated, then the Didi Hirsch Mental Health Services board of directors may redesignate the purpose, provided that the terms adhere as closely as possible to the original intent.

NOTE: To establish a named endowment fund or to discuss restrictions on your designation for endowment, please contact the vice president, development.

For further information or to discuss your intentions and to share the news of your plans, please contact Joel Wyatt at 310-985-2216 or JWyatt@didihirsch.org. Thank you!

 

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