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.