Official bequest language to give to your lawyer/estate planner.
Legal Name: Anglican United Refugee Alliance
Charitable Registration #: 108221938 RR0001
“I direct my Trustees to pay or transfer (number) of such equal shares of the residue of my estate to the Anglican United Refugee Alliance (AURA) to be used for AURA's general purposes [or, to be applied by AURA as its directors see fit].”
“I direct my Trustees to pay or transfer the sum of $ to the Anglican United Refugee Alliance (AURA) to be used for AURA's general purposes [or, to be applied by AURA as its directors see fit].”
Discretion to Transfer Shares
“In making any payment to a charitable institution pursuant to the provisions of this Will, my Trustees may transfer any shares held by my estate in any publicly traded company or corporation in lieu of cash, provided that the shares transferred shall have a fair market value on the effective date of the transfer equal to the amount payable to the charitable institution. In exercising their discretion, my Trustees shall take into consideration the tax benefits, if any, which may be enjoyed by my estate by transferring such shares in specie.”
“I direct my Trustees to pay or transfer the sum of $ _ of my estate to the Anglican United Refugee Alliance (AURA) and I direct AURA to apply such sum towards [need to identify a purpose(s) that makes sense for AURA and insert in this space]. In the event that circumstances make the specific use of this gift no longer practical or desirable, the directors of AURA are hereby authorized to make changes in its use which remain in agreement with the spirit and general intent of the gift.”
Thank you for considering how you can leave a legacy through the Anglican United Refugee Alliance.
For more information please at (416) 588-1612
This material provides general information and is not intended to constitute or replace specific professional advice. Donors considering a legacy gift should speak to an advisor with appropriate tax and other expertise to implement a strategy that achieves their objectives.