Bequest Language

In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to CVTC Foundation, Inc., in your estate plan. We have provided some basic bequest language to assist you and your attorney.

Bequest of a Specific Dollar Amount
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to CVTC Foundation, Inc., a nonprofit organization located at 620 West Clairemont Avenue, Eau Claire, WI, 54701, Federal Tax ID #39-123357, for the CVTC Foundation, Inc., Excellence Fund.

Bequest of Specific Personal Property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to CVTC Foundation, Inc., a nonprofit organization located at 620 West Clairemont Avenue, Eau Claire, WI, 54701, Federal Tax ID #39-123357, for the CVTC Foundation, Inc.’s., general use and purpose.

Bequest of Specific Real Estate
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to CVTC Foundation, Inc., a nonprofit organization located at 620 West Clairemont Avenue, Eau Claire, WI, 54701, Federal Tax ID #39-123357, for the CVTC Foundation, Inc.’s., general use and purpose.

Percentage Bequest
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to CVTC Foundation, Inc., a nonprofit organization located at 620 West Clairemont Avenue, Eau Claire, WI, 54701, Federal Tax ID #39-123357, for CVTC Foundation, Inc.’s., general use and purpose.

Residual Bequest
I hereby give, devise and bequeath to CVTC Foundation, Inc., a nonprofit organization located at 620 West Clairemont Avenue, Eau Claire, WI, 54701, Federal Tax ID #39-123357, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for CVTC Foundation, Inc.’s., general use and purpose.

Contingent Bequest
If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath, DESCRIPTION OF PROPERTY to be used for CVTC Foundation, Inc.’s., general use and purpose.

Restricted Bequests
If you are making a restricted bequest, we recommend that your attorney include the following provision to give CVTC Foundation, Inc., flexibility should it no longer be possible for us to use your gift as you originally intended:
If, in the judgment of the Board of Directors of CVTC Foundation, Inc., it shall become impossible to use this bequest to accomplish the specific purposes of this bequest, CVTC Foundation, Inc., may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.