Bequest Language for Donors
The following is intended to help you and your attorney in drafting a bequest that satisfies your interests. As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding Baylor Scott & White Irving Foundation, be sure our organization’s correct legal name appears in all final documents as:
“Irving Healthcare Foundation (d/b/a Baylor Scott & White Irving Foundation), a Texas nonprofit corporation, or its successor, Federal Tax Identification Number: 75-1570933.”
A General Bequest of a stated sum of money may be worded:
“I, [name], of [city, state, ZIP], give, devise and bequeath to Irving Healthcare Foundation (d/b/a Baylor Scott & White Irving Foundation), a Texas non-profit corporation, or its successor, Federal Tax Identification Number: 75-1570933, located in the City of Irving, County of Dallas, State of Texas, [insert here the exact dollar amount] for its [unrestricted use and purpose or approved foundation fund].”
A Specific Bequest of a certain asset from your estate may be worded:
“I, [name], of [city, state, ZIP], give, devise and bequeath to Irving Healthcare Foundation (d/b/a Baylor Scott & White Irving Foundation), a Texas non-profit corporation, or its successor, Federal Tax Identification Number: 75-1570933, located in the City of Irving, County of Dallas, State of Texas, [insert here a description of the particular property] for its [unrestricted use and purpose or approved foundation fund].”
A Residuary Bequest, after other bequests and expenses have been paid, may be worded:
“I, [name], of [city, state, ZIP], give, devise and bequeath to Irving Healthcare Foundation (d/b/a Baylor Scott & White Irving Foundation), a Texas non-profit corporation, or its successor, Federal Tax Identification Number: 75-1570933, located in the City of Irving, County of Dallas, State of Texas, all [or a portion] of the rest, residue and remainder of my estate for its [unrestricted use and purpose or approved foundation fund].”
A Contingent Bequest if the person making the will is not survived by certain individuals:
“If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I, [name], of [city, state, ZIP], give, devise and bequeath to Irving Healthcare Foundation (d/b/a Baylor Scott & White Irving Foundation), a Texas non-profit corporation, or its successor, Federal Tax Identification Number: 75-1570933, located in the City of Irving, County of Dallas, State of Texas, [insert here the exact dollar amount, description of property, or percentage of residual estate] for its [unrestricted use and purpose or approved foundation fund].”
If you choose to name the Baylor Scott & White Irving Foundation as a beneficiary of your estate, please let us know of your plans so we may express our appreciation to you as well as aid in future plans for Baylor Scott & White Health.
