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Sample Language for Planned Gifts

  • Unrestricted Gift: A gift that can be used where need is greatest
    I give to ASPCA, a non-profit 501(c)(3) Corporation, headquartered in New York, NY the sum of $_______* for its general purposes.
  • Gift for a Specific Purpose: A gift that is to be used for a specific purpose
    I give to ASPCA, a non-profit 501(c)(3) Corporation, headquartered in New York, NY the sum of $_______* to be used for [state purpose].
  • Perpetual Endowment Fund: A gift that lasts in perpetuity
    I give to ASPCA, a non-profit 501(c)(3) Corporation, headquartered in New York, NY the sum of $_______*, to be used as a permanent endowment, the income only from which shall be used for its general purposes.
  • Residuary Bequest: Leaves any remainder after all other bequests have been paid
    All the rest, residue, and remainder of my estate, both real and personal, I give to ASPCA, a non-profit 501(c)(3) Corporation, headquartered in New York, NY for its general purposes.
  • Contingency Gift: Takes effect only if a primary intention can’t be met
    If (name of beneficiary) does not survive me, or shall die during the administration of my estate, or as a result of a common disaster, then I give to ASPCA, a non-profit 501(c)(3) Corporation, headquartered in New York, NY all of the rest, residue, and remainder of my estate, to be used for its general purposes.
  • Safety Language: Language added whenever a gift is restricted
    In the event the purposes of the restriction, in the opinion of the Board of Directors of the ASPCA can no longer be served, the Board may devote any remaining assets exclusively for charitable purposes that: (a) are within the scope of the charitable purposes of charity (b) most nearly approximate the original purpose of the gift; and (c) benefits charity.

* Rather than leaving a sum certain, you can include language that refers to a percentage of your estate or a description of the property you wish to give.

For more information, please contact the Gift Planning Office at (212) 876-7700, ext. 4505, or gift.planning@aspca.org.

The material presented in this web site is intended as general educational information on the topics discussed herein and should not be interpreted as legal, financial or tax advice. Please seek the specific advice of your tax advisor, attorney, and/or financial planner to discuss the application of these topics to your individual situation.