Making a Gift in Your Will – Sample Language

Specific Bequestsbox-blue

 Residual Bequestsbox-green

I direct my Trustee to pay the sum of _____ Dollars to Junior Achievement of Southern Alberta (charitable registration # 107554396 RR0001). This bequest is to be used to support an area of greatest need.

(Alternatively, you may direct the use of your gift to a specific JA Southern Alberta program, project or initiative. You and/or your Advisor(s) are encouraged to contact us to discuss current options for gift designation to ensure that JA Southern Alberta can meet your giving priorities within the context of our current strategic priorities).

If, at the time of my passing, it is impractical in the opinion of the Board of Directors of JA Southern Alberta to apply the said sum in the manner prescribed, the Board shall then use the said sum for an alternative purpose that most closely matches my original intention as the Board of Directors of JA Southern Alberta in its absolute discretion deems advisable.

I direct my Trustee to pay and transfer a _____ share of the rest and residue of my estate to JA Southern Alberta (charitable registration # 107554396 RR0001). This bequest is to be used to support an area of greatest need.

(Alternatively, you may direct the use of your gift to a specific JA Southern Alberta program, project or initiative. You and/or your Advisor(s) are encouraged to contact us to discuss current options for gift designation to ensure that JA Southern Alberta can meet your giving priorities within the context of our current strategic priorities).

If, at the time of my passing, it is impractical in the opinion of the Board of Directors of JA Southern Alberta to apply the said sum in the manner prescribed, the Board shall then use the said sum for an alternative purpose that most closely matches my original intention as the Board of Directors of JA Southern Alberta in its absolute discretion deems advisable.

 WOC-Arrow-Right-BlueAny person considering the inclusion of clauses of this type in his or her Will is strongly encouraged to discuss the matter with his/her family; and, legal and financial advisors. Please contact JA Southern Alberta to advise us of your legacy gift so that we may include you in our Legacy Giving Donor Recognition Program and provide appropriate recognition and stewardship of your generous intention to make a gift. Advising us of your gift also enables us to plan and move forward confidently with our investment strategies knowing we will have committed funding to meet future needs. However, we respect your privacy and understand if you wish to remain anonymous.