SAMPLE BEQUEST LANGUAGE

You might consider making a change or addition to your will which designates some portion of your estate for the Family Health Partnership Clinic.  Sample language is provided below.

THIS IS NOT INTENDED AS LEGAL ADVICE.  TAKE NO ACTION UNTIL YOU REVIEW THIS INFORMATION WITH YOUR LEGAL COUNSEL.

1.  Outright bequest in will

(a)  Specific dollar amount:

"I bequesth the sum of $_________ to the Family Health Partnership Clinic, Woodstock, IL, to be used or disposed of as its Board of Directors in its sole discretion deems appropriate."

(b)  Specific property (personal property):

"I bequesth <DESCRIPTION OF PROPERTY> to the Family Health Partnership Clinic, Woodstock, IL, to be used or disposed of as its Board of Directors in its sole discretion deems appropriate."

(c)  Specific property (real estate):

"I devise all of my right, title and interst in and to the real estate located at <DESCRIPTION OF PROPERTY> to the Family Health Partnership Clinic, Woodstock, IL, to be used or disposed of as its Board of Directors in its sole discretion deems appropriate."

(d)  Share of, or entire residue, of estate:

"I devise and bequest (all/or __%) of the remainder of my property to the Family Health Partnership Clinic, Woodstock, IL, to be used or disposed of as its Board of Directors in its sole discretion deems appropriate."

2.  Conditional bequest in will

Insert the conditional language in one or more of the above provisions.  For example:

"If my husband/wife does not survive me, I bequeath the sum of $__________ to the Family Health Partnership Clinic, Woodstock, IL, to be used or disposed of as its Board of Directors in its sole discretion deems appropriate."

If the gift to the Family Health Partnership Clinic is for a purpose other than the Clinic's unrestricted use, insert the restriction in place of the words "to be used or disposed of as its Board of Directors in its sole discretion deems appropriate."  For example:

"I bequest the sum of $__________ to the Family Health Partnership Clinic, Woodstock, IL, for the following use and purpose: <DESCRIPTION OF PURPOSE>."

In the event of a gift subject to a restriction, you might include one of the following provisions:

"However, I impose no legal or equitable obligation in this regard."

OR

"If, in the judgment of the Board of Directors of the Family Health Partnership Clinic, it becomes impossible to accomplish the purposes of this gift, the income or principal may be used for such related purposes and in such manner as determined by its Board of Directors."

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