Adding just a few sentences in your will or living trust could make a huge difference to SAGE.
You retain full control of your assets during your lifetime, but you can choose to leave SAGE:
- A specific item
- A specific amount of money
- A gift contingent on certain events or conditions
- A percentage of your estate
To leave a specific dollar amount, you can use this language:
I give, devise, and bequeath $XX [numeric dollar amount] ($XX [dollar amount spelled out]) to SAGE, EIN 13-2947657, currently doing business at 305 Seventh Avenue, New York, NY 10001, or its successor-in-interest, to be used for general operating support.
To leave a percentage of your estate, you might use this language:
I give, devise, and bequeath XX [fill in percentage] percent of my Residuary Estate to SAGE, EIN 13-2947657, currently doing business at 305 Seventh Avenue, New York, NY 10001, or its successor-in-interest, to be used for general operating purposes.
Note: A specific dollar amount comes “off the top” of an estate, or before any deductions are made. A percentage donation is made from what’s left after your other gifts are accounted for.
For more information, please email firstname.lastname@example.org.
Helping our members plan ahead for life’s unexpected moments is important to us, which is why we’ve partnered with Trust & Will, the leading online estate planning platform in the US, to provide our members with an easy and convenient way to create your estate plan online from the comfort of your own home.
As a SAGE supporter, you and your spouse have access to a Complimentary Estate Plan through Trust & Will.
Estate Planning – Create an Online Will and Trust