Easy Ways to Make a Legacy Gift
Wills, Bequests, and Living Trusts
If you wish to add Second Heart Homes to your will or living trust, you can do so by adding one sentence to your will to complete your gift:
Legal Name: Second Heart Homes, Inc.
“I give to Second Heart Homes, Inc., of Bradenton, Florida, Federal Tax ID#: 84-1848246, (all, or __ percent of) the rest, residue, and remainder of my estate for its general purposes.”
This type of donation in your will or living trust helps to ensure that we are able to give homeless men and women with mental health issues the opportunity to secure a permanent home and attain their highest level of self-sufficiency.
Sample bequest language:
RESIDUARY BEQUEST: Residue is the term used to describe the portion of an estate that remains after all debts, expenses, and specific bequests to others have been fulfilled.
“I give to Second Heart Homes, Inc., of Bradenton, Florida, Federal Tax ID #: 84-1848246, [all, or ______percent of] the rest, residue, and remainder of my estate for its general purposes.”
SPECIFIC BEQUEST: “I give to Second Heart Homes, Inc., of Bradenton, Florida, Federal Tax ID #: 84-1848246, the sum of $__________________ for its general purposes.”
DONATION OF REAL ESTATE BY WILL: “I leave the real estate described as follows: (property description) to Second Heart Homes, Inc., of Bradenton, Florida, Federal Tax ID #: 84-1848246, for its general purposes.”
The suggested language above is for illustration purposes only. Always consult a professional advisor or attorney when making or revising your will or living trust.