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 the Rheumatology Research Foundation, be sure our organization’s correct legal name appears in all final documents as:
“Rheumatology Research Foundation, 2200 Lake Boulevard NE, Atlanta, GA 30319, an Illinois nonprofit corporation, or its successor, Federal Tax Identification Number: 58-1654301.”
General Bequest of a stated sum of money may be worded:
“I give, devise and bequeath to Rheumatology Research Foundation, an Illinois Non-Profit Corporation, with a tax identification number of 58-1654301, currently located at 2200 Lake Boulevard, NE, Atlanta, GA 30319 or its successor organization, (the sum of $ ________/percentage of ____% of my estate), to be used for its general purposes.”
Specific Bequest of a certain asset from your estate may be worded:
“I give to Rheumatology Research Foundation, 2200 Lake Boulevard NE, Atlanta, GA 30319, an Illinois nonprofit corporation, or its successor, Federal Tax Identification Number 58-1654301, [insert here a description of the particular property].”
Residuary Bequest, after other bequests and expenses have been paid, may be worded:
“I give to Rheumatology Research Foundation, 2200 Lake Boulevard NE, Atlanta, GA 30319, an Illinois nonprofit corporation, or its successor, Federal Tax Identification Number 58-1654301, all [or a portion] of the rest, residue and remainder of my estate.”
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 give to Rheumatology Research Foundation, 2200 Lake Boulevard NE, Atlanta, GA 30319, an Illinois nonprofit corporation, or its successor, Federal Tax Identification Number 58-1654301, [insert here the exact dollar amount, description of property, or percentage of residual estate].”