Sample Bequest Language

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Please note that gifts of this nature should be carefully considered in relation to your comprehensive financial and estate plans. It is strongly recommended that you consult an attorney in the preparation of your will and to supervise its execution so as to comply with your state requirements. The following is how all bequests, gifts, trusts and donations should be worded:

  • . . .to the “California Scottish Rite Foundation”. 2100 North Broadway, Suite 350, CA 92706-2626, Tax ID#94-6078728.
  • If for the benefit of a particular Language Center or Scholarship Fund:
    . . .to the California Scottish Rite Foundation for the benefit of the (______NAME_____) Childhood Language Center or Scholarship Fund”.