Sample Bequest Language


Sample Bequest Language

The following language may help you and your attorney when drawing up a bequest that meets
your needs.

General Bequest.

  • If you intend to make an outright bequest of cash, securities, or other property by designating a specific dollar amount, a particular asset, or a fixed percentage of your estate to The SCORE Foundation to be used for general purposes:

“I give, devise, and bequeath to The SCORE Foundation, a Virginia based charitable corporation, the sum of $________(or a description of the specific asset), for the benefit of The SCORE Foundation for its general purposes.”

Specific Bequest.

  • If you intend to make an outright bequest for a specific purpose, such as to support technology or counseling resources:

“I give, devise, and bequeath to The SCORE Foundation, a Virginia based charitable corporation, the sum of $_______ (or a description of the specific asset), for the benefit of The SCORE Foundation to be used for the following purpose: (state the purpose). If at any time in the judgment of the Board of Directors of The SCORE Foundation it is impossible or impracticable to carry out exactly the designated purpose, they shall determine an alternative purpose as near as possible to the designated purpose.”

Residuary Bequest.

  • If you intend to leave the residue portion of your assets after other terms of the will have been satisfied:

“All the rest, residue, and remainder of my estate, both real and personal, I give to The SCORE Foundation, a Virginia based charitable corporation, for its general purposes.”

Contingency Bequest.

  • If you wish to make a contingency gift, so that The SCORE Foundation will receive a portion of your estate if your named beneficiary does not survive you:

“I devise and bequeath the residue of the property, real and personal and wherever situated, owned by me at my death, to (name of beneficiary), if (she/he) survives me. If (name of beneficiary) does not survive me, I devise and bequeath my residuary estate to The SCORE Foundation, a Virginia based charitable corporation, for its general purposes.”

As with all planned gifts to The SCORE Foundation, donors who make a gift by bequest become members of the John and Edith Titley Society in recognition of their philanthropic generosity.


For more information, please contact Resa Kierstein, Vice President of Business Development, SCORE Foundation, at resa.kierstein@score.org or 703-487-3661.