photograph of adult hands holding a seedling in glass jar of coins giving the jar to outstretched hands of a child.

PLANNED GIVING

Gifting made easy

Your Will or Living Trust secures the future financial security of your family and others and helps transform the community’s nutritional health. It is satisfying to know that a portion of your property will be utilized in securing families’ food needs for years to come.

Making a gift through a Will or Living Trust is convenient and easy to arrange. A simple provision or amendment prepared by your attorney at the time of creating or updating your will or trust is all that is required. Gifts incorporated in wills and living trusts are popular because they are flexible, easy to arrange, and can be changed with your life circumstances.

Sample Bequest Language

To leave a gift to Unity Shoppe, you can include the following language in your estate plans:

Unrestricted Bequest:
I give [ __ percent of my estate, or description of asset, or ____ dollars] to Unity Shoppe, 1209 State Street, Santa Barbara, CA 93101 (Unity Shoppe Tax ID 77-0391064) for its general use.

Restricted Bequest:
I give [ __ percent of my estate, or description of asset, or ____ dollars] to Unity Shoppe, 1209 State Street, Santa Barbara, CA 93101 (Unity Shoppe Tax ID 77-0391064), for the restricted purpose of _______. If, in the future, Unity Shoppe determines that the restriction placed herein would result in an impracticable use of the bequest, it may designate another purpose for its use that most nearly accomplishes my wishes.

Percentage of Residue:
I give [ __ Percentage of Residuary of my estate] to (Unity Shoppe 1209 State Street, Santa Barbara, CA 93101 Tax ID 77-0391064), for its general use OR for the restricted purpose of _______. If, in the future, Unity Shoppe determines that the restriction placed herein would result in an impracticable use of the bequest, it may designate another purpose for its use that most nearly accomplishes my wishes.

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