flowers in the forest

Bequests by Will

In addition to remembering your family and friends, you can also name the rare Charitable Research Reserve as a direct beneficiary of specific assets, a portion of your estate or the residue of your estate. It can also result in significant tax benefits to your estate.

Did you know…

…you can make bequests by Will to rare?

Making bequests by will is not only easier than you think, it can also allow you to make a larger gift to support the research, conservation and education programs at rare than you may have thought possible.

Sample Charitable Bequest Language

Or download the print out by clicking here!

Please note that the following suggested language is meant as a resource for you and your lawyer and/or estate planner as you plan your charitable bequest to rare. This information shall not be construed or relied on as legal advice from the charity.

Specific, unrestricted:

I give, devise and bequeath to rare Charitable Research Reserve (charitable number 8776 15914 RR0001) the sum of $___________________ to be used for any purpose(s) approved by the Board of Directors of rare Charitable Research Reserve.

Specific, restricted with escape clause:

I give, devise and bequeath to rare Charitable Research Reserve (charitable number 8776 15914 RR0001) the sum of $__________________ to be used for the following purpose(s)__________________________. If rare Charitable Research Reserve is unable to apply all or part of these funds for the specific purpose(s) stated herein, the balance of this bequest not so extended may be used for any purpose(s) approved by the Board of Directors of rare Charitable Research Reserve.

General % unrestricted:

I give, devise and bequeath to rare Charitable Research Reserve (charitable number 8776 15914 RR0001) _____% of the residue of my estate to be used for any purpose(s) approved by the Board of Directors of rare Charitable Research Reserve.

General %, restricted with escape clause:

I give, devise and bequeath to rare Charitable Research Reserve (charitable number 8776 15914 RR0001) _____% to be used for the following purpose(s)__________________________. If rare Charitable Research Reserve is unable to apply all or part of these funds for the specific purpose(s) stated herein, the balance of this bequest not so extended may be used for any purpose(s) approved by the Board of Directors of rare Charitable Research Reserve.

Residual contingent trust:

Upon the death of the survivor of my (wife, husband, etc…) ___________________ and my (son, daughter, etc…) _________________, I direct my trustee to transfer and deliver the balance of the residue of my Estate, including any undistributed income to rare Charitable Research Reserve (charitable number 8776 15914 RR0001) to be used for any purpose(s) approved by the Board of Directors of rare Charitable Research Reserve.

 

 

rare Charitable Research Reserve
1679 Blair Road
Cambridge, ON N3H 4R8
(519) 650-9336