Sample Will Wording

 

General % unrestricted: 

I give, devise and bequeath to The Children’s Hospital Foundation of Manitoba ____% of the residue of my estate to be used for any purpose(s) approved by the Board of Directors of The Children’s Hospital Foundation of Manitoba. 

 

General %, restricted with escape clause: 

I give, devise and bequeath to The Children’s Hospital Foundation of Manitoba ____% of my estate to be used for the following purpose(s) ________________________________________________________________________.    If The Children’s Hospital Foundation of Manitoba is unable to apply all or part of these funds for the specific purpose(s) stated herein, the balance of this bequest not so extended may be used for any purpose(s) approved by the Board of Directors of The Children’s Hospital Foundation of Manitoba. 

 

Specific, unrestricted: 

I give, devise and bequeath to The Children’s Hospital Foundation of Manitoba the sum of $_______________ to be used for any purpose(s) approved by the Board of Directors of The Children’s Hospital Foundation of Manitoba.   

 

Specific, restricted with escape clause: 

I give, devise and bequeath to The Children’s Hospital Foundation of Manitoba the sum of $____________ to be used for the following purpose(s) ________________________________________________________________.     If The Children’s Hospital Foundation of Manitoba is unable to apply all or part of these funds for the specific purpose(s) stated herein, the balance of this bequest not so extended may be used for any purpose approved by the Board of Directors of The Children’s Hospital Foundation of Manitoba. 

 

Residual contingent trust: 

Upon the death of the survivor of my (wife, husband, etc.) __________________________ and my (son, daughter, etc.) _________________________, I direct my trustee to transfer and deliver the balance of the residue of my Estate, including any undistributed income to The Children’s Hospital Foundation of Manitoba to be used for any purpose(s) approved by the Board of Directors of The Children’s Hospital Foundation of Manitoba. 

 

Restricted Will Gift for Endowment Fund: 

I direct my Executor or Trustee to pay or transfer to The Children’s Hospital Foundation of Manitoba at Winnipeg, Manitoba, Canada (the whole of my Estate; the residue of my Estate; ____ percentage (%) of my Estate; or the sum of $____) to be used for the following purpose: (provide specifics of the name of the fund, its purpose and the terms of reference under which income is to be disbursed). The capital and the income are to be administered in accordance with The Children’s Hospital Foundation’s Investment Policies as they exist.  If The Children’s Hospital Foundation of Manitoba is unable to apply all or part of these funds for the specific purpose(s) stated herein, the balance of this bequest not so extended may be used for any purpose(s) approved by the Board of Directors of The Children’s Hospital Foundation of Manitoba.  

 

For more information please contact:

Major Gifts and Planned Giving at The Children's Hospital Foundation.

Phone: 204-787-4400   

Fax: 204-787-4114  

Email: info@goodbear.ca

Charitable registration number is 11885 2490 RR0001. 

 

* These preceding are sample clauses only. Your lawyer or estate planner should review and approve any wording.