Sample Language for Your Will or Trust

The following language may help you and your attorney when drawing up a bequest that meets your needs.

“I give to Bethesda Lutheran Communities Inc., a nonprofit corporation currently located at 600 Hoffmann Drive, Watertown, WI 53094, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”

*If you are interested in supporting a specific project or program, it is best to discuss your plans with our planned giving professionals before completing your bequest language to confirm your wishes can be met by Bethesda.

Please note: The policies of Bethesda do not allow Bethesda or its representatives to serve as personal representative, executor, trustee or witness for a will or trust.

Useful Legal Information

Legal name: Bethesda Lutheran Communities Inc.
Address: 600 Hoffmann Drive, Watertown, WI 53094
Phone:
(800) 369.4636
Federal Tax ID number: 39-0806446

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

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Lorene King

Lorene King

Vice President of Philanthropy