Bequest Language

Printable Bequest Language

Bequest Language for Deerfield Academy Donors
As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding Deerfield Academy, please be sure our organization’s correct legal name appears in all final documents as:

“Trustees of Deerfield Academy, 7 Boyden Lane, Deerfield, MA 01342,
a Massachusetts nonprofit corporation, or its successor,
Federal Tax Identification Number: 04-2103563.”

A general bequest of a stated sum of money:   
“I give to the Trustees of Deerfield Academy, 7 Boyden Lane, Deerfield, MA 01342, a Massachusetts nonprofit corporation, or its successor, Federal Tax Identification Number 04-2103563 [insert here the exact dollar amount].”

A specific bequest of a certain asset:
“I give to the Trustees of Deerfield Academy, 7 Boyden Lane, Deerfield, MA 01342, a Massachusetts nonprofit corporation, or its successor, Federal Tax Identification Number 04-2103563 [insert here a description of the particular property].”

A residuary bequest after other bequests and expenses have been paid:
“I give to the Trustees of Deerfield Academy, 7 Boyden Lane, Deerfield, MA 01342, a Massachusetts nonprofit corporation, or its successor, Federal Tax Identification Number 04-2103563 all [or a portion] of the rest, residue and remainder of my estate.”

A contingent bequest if the donor 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 give to the Trustees of Deerfield Academy, 7 Boyden Lane, Deerfield, MA 01342, a Massachusetts nonprofit corporation, or its successor, Federal Tax Identification Number 04-2103563 [insert here the exact dollar amount, description of property, or percentage of residual estate].”