To name the Custos Foundation in a will or trust please use the following suggested language:
RESIDUAL BEQUEST LANGUAGE
A residual bequest comes to us after your estate expenses and specific bequests are paid
“I give, bequeath, and devise all (or ____ percent) of the rest, residue and remainder of my estate to the Custos Foundation, a 501 (c)(3) nonprofit charity for the general and programmatic purposes of the Custos Foundation.”
SPECIFIC BEQUEST LANGUAGE
You can also name the Custos Foundation as a beneficiary of a specific amount from your estate and for a designated use:
“I give, bequeath, and devise to the Custos Foundation, a 501(c)(3) nonprofit charity the sum of $_______, (or, ____ percent of the rest, residue and remainder of my estate) to be used to support ___________________ (name of program.) In the event the need to support _____________ no longer exists, the Board of Directors shall be and hereby are authorized to use this bequest for a purpose in keeping with the spirit of this gift in the best interest of the Foundation.”
CONTINGENT BEQUEST LANGUAGE
The Custos Foundation can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:
“If (insert name) is not living at the time of my demise, I give and devise to the Custos Foundation, a 501(c)(3) nonprofit charity, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program).”
To name the Custos Foundation in a will or trust please use the following suggested language:
RESIDUAL BEQUEST
LANGUAGE
A residual bequest comes to us after your estate expenses and specific bequests are paid
“I give, bequeath, and devise all (or ____ percent) of the rest, residue and remainder of my estate to the Custos Foundation, a 501 (c)(3) nonprofit charity for the general and programmatic purposes of the Custos Foundation.”
SPECIFIC BEQUEST
LANGUAGE
You can also name the Custos Foundation as a beneficiary of a specific amount from your estate and for a designated use:
“I give, bequeath, and devise to the Custos Foundation, a 501(c)(3) nonprofit charity the sum of $_______, (or, ____ percent of the rest, residue and remainder of my estate) to be used to support ___________________ (name of program.) In the event the need to support _____________ no longer exists, the Board of Directors shall be and hereby are authorized to use this bequest for a purpose in keeping with the spirit of this gift in the best interest of the Foundation.”
Contingent BEQUEST
LANGUAGE
The Custos Foundation can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:
“If (insert name) is not living at the time of my demise, I give and devise to the Custos Foundation, a 501(c)(3) nonprofit charity, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program).”
Stay Informed
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STAY INFORMED
Please sign up to stay informed about the Custos Foundation and its mission.