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Sample Gift Language for your Will or Revocable Living Trust

Listed below are 3 options for remembering Tri-Valley Conservancy in a will or trust.

We encourage you to share this information with your legal counsel, and recommend that if you are undertaking estate planning, that you do so with the consultation of an attorney.

For questions or more specific language, please call Kellie Hayes 925-449-8706 or email khayes@trivalleyconservancy.org.

Specific Bequest to Tri-Valley Conservancy

A specific bequest gives a specific item or specific piece of property to Tri-Valley Conservancy. Such bequests are fulfilled first, before cash and residuary bequests. If you dispose of the specified property during your lifetime, there will be no bequest to Tri-Valley Conservancy.

"I give ________________ (describe asset) to Tri-Valley Conservancy of Livermore, California, for its general purposes."

Cash Bequest to Tri-Valley Conservancy

A cash bequest provides Tri-Valley Conservancy with a specified sum of money from a donor's estate. These bequests are fulfilled second, after specific and before residuary bequests.

"I give _____ Dollars ($_____) to Tri-Valley Conservancy of Livermore, California, for its general purposes."

Residuary Bequest to Tri-Valley Conservancy

A residuary bequest is made from the residue, or what remains in your estate after specific and cash bequests, taxes, settlement costs and debts are satisfied.

"I give the residue (or _____ percent of the residue) of my estate (or trust) to Tri-Valley Conservancy of Livermore, California, for its general purposes."

Thank you for remembering Tri-Valley Conservancy in your estate plans. You are leaving future generations with the preservation of open space, wildlife, and natural beauty.

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A gift to Tri-Valley Conservancy in your will or revocable trust enables you to support our mission and make a difference in the lives of future generations. A bequest:

  • is easy to arrange.
  • will not alter your current lifestyle in any way.
  • can be easily modified to address your changing needs.

Residual Gift Language

A residual bequest comes to us after your estate expenses and specific bequests are paid:

I give and devise to Tri-Valley Conservancy (Tax ID #94-3216468), located in Livermore, CA, all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).

Specific Gift Language

Naming Tri-Valley Conservancy as a beneficiary of a specific amount from your estate is easy:

I give and devise to Tri-Valley Conservancy (Tax ID #94-3216468), located in Livermore, CA, the sum of $___________ (or asset) to be used for its general support (or for the support of a specific fund or program).

Contingent Gift Language

Tri-Valley Conservancy or its affiliates can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

If (insert name) is not living at the time of my demise, I give and devise to Tri-Valley Conservancy (Tax ID #94-3216468), located in Livermore, CA, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program).

Retirement Plan Beneficiary Language

You may name Tri-Valley Conservancy (Tax ID #94-3216468) as a beneficiary of your IRA or other qualified retirement benefits. Donors should consult with their tax advisor regarding the tax benefits of such gifts.

Naming Tri-Valley Conservancy as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming Tri-Valley Conservancy as a beneficiary of a retirement plan, the donor maintains complete control over the asset while living, but at the donor's death the plan passes to support Tri-Valley Conservancy free of both estate and income taxes.

Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change-of-beneficiary form from your plan administrator. When you have finished, please return the form to your plan administrator and notify Tri-Valley Conservancy. We can also assist you with the proper language for your beneficiary designation to Tri-Valley Conservancy.

Customized Language

If you or your attorney would like Tri-Valley Conservancy to provide you with customized beneficiary language that is specific to your goal and interest, please contact us.

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The material presented on this Planned Giving website is not offered as legal or tax advice.
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