Sample Charitable Bequest Language
Specific, unrestricted:
I give, devise and bequeath to Canadian Hearing Society to sum of $____________ to
Be used for any purpose (s) approved by the Board of Directors of Canadian Hearing
Society.
Specific, restricted with escape clause:
I give, devise and bequeath Canadian Hearing Society the sum of $ ________to be used for
the following purpose (s) ________________________________. If Canadian Hearing
Society is enable 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 approved by the
Board of Directors of Canadian Hearing Society.
General % unrestricted:
I give, devise and bequeath to Canadian Hearing Society _______% of my estate to be used
for any purpose (s) approved by the Board of Directors of Canadian Hearing Society.
General %, restricted with escape clause:
I give, devise and bequeath to Canadian Hearing Society, ______% of my estate to be used
for the following purpose (s) stated herein, the balance of this bequest not so extended may
be used fro any purpose (s) approved by the Board of Directors of Canadian Hearing Society.
Residual contingent trust:
Upon death of the survivor of my (wife, husband, etc.) _________________ and my (son,
daughter, etc.) _________________________, I direct my trustee and deliver the balance of
the residual of my estate, including any undistributed income to Canadian Hearing Society.
These are sample clauses only. The donor’s lawyer or estate planner should review clauses.
Legal name of the organization:
Canadian Hearing Society
271 Spadina Road
Toronto, ON M5R 2V3
For more information, please contact Pam Feldman, Director of Fundraising
Phone: 416-928-2500 Ext. 252 or Email: [email protected]