Bequests

A simple way to arrange for a future gift to March of Dimes is through a bequest. This can be accomplished by simply naming March of Dimes as a beneficiary in your will or trust. You can specify which assets we’ll receive such as cash, securities, real estate or other non-cash assets, or designate that we receive a percentage of your overall estate or percentage of the residual of your estate.

BENEFITS

  • Revocable—You can change your bequest intentions at any time during your lifetime by simply modifying the language in your will or trust.
  • Control—You retain ownership and control of your assets during your lifetime since they won’t pass to March of Dimes until your death.
  • Estate tax savings—Although only a small percentage of individuals will incur estate tax at their death, those individuals who are subject to estate tax can benefit from having charitable provisions in their will or trust since assets distributed to charity at death won’t be subject to estate tax.

MARCH OF DIMES SAMPLE BEQUEST LANGUAGE TO SHARE WITH YOUR ATTORNEY

Bequest of specific dollar amount: “I hereby give, devise and bequeath ______ ($DOLLARS) to March of Dimes, a nonprofit organization located at 1550 Crystal Drive Suite 1300, Arlington, VA, 22202, Federal Tax ID #13-1846366.”

Bequest of specific asset: “I hereby give, devise and bequeath (description of asset) to March of Dimes, a nonprofit organization located at 1550 Crystal Drive Suite 1300, Arlington, VA, 22202, Federal Tax ID #13-1846366.”

Percentage bequest: “I hereby give, devise and bequest ____ percent (____%) of my total estate determined as of the date of my death, to March of Dimes, a nonprofit organization located at 1550 Crystal Drive Suite 1300, Arlington, VA, 22202, Federal Tax ID #13-1846366.”

Residual bequest: “I hereby give, devise and bequeath all or a percentage of the rest, residue and remainder of my estate to March of Dimes, a nonprofit organization located at 1550 Crystal Drive Suite 1300, Arlington, VA, 22202, Federal Tax ID #13-1846366.”

 

For more information, please contact Dean Regenovich, Director of Charitable Estate Planning, at 800-780-3463 or [email protected]