One way for you to support Shepherds Foundation, Inc. is to leave a bequest to the Shepherds Foundation, Inc. A bequest is a gift made to charity in your will or trust. A significant benefit of making a gift by bequest is that it allows you to continue to use the property or asset you plan to leave to Shepherds during your life. But more importantly, by making a bequest you are able to leave a lasting legacy in the lives of the Shepherds residents, clients and students.

Types of Bequests

There are a number of ways you can make a bequest to Shepherds. You can leave a specific bequest which involves making a gift of a specific asset such as real estate, a car, other property or a gift for a specific dollar amount. Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity. If you are interested in something other than a specific dollar amount or percentage, consider a residual bequest. A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate.

Bequest Language

In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to Shepherds Foundation, Inc. in your estate plan. We have provided some basic bequest language to assist you and your attorney.

1. Outright Bequest

If you are considering making an outright bequest to Shepherds Foundation, Inc., we recommend the following language:

Bequest of a Specific Dollar Amount
I hereby, give, devise and bequeath $DOLLARS to Shepherds Foundation, Inc., a non-profit organization located at 1805 15th Ave, Union Grove, WI 53182, Federal Tax ID #20-1344722, for Shepherds Foundation, Inc.'s general use and purpose.

Bequest of a Specific Percentage of Estate
I hereby, give, devise, and bequeath SPECIFIC PERCENTAGE % of my estate to Shepherds Foundation, Inc., a non-profit organization located at 1805 15th Ave, Union Grove, WI 53182, Federal Tax ID #20-1344722, for Shepherds Foundation, Inc.'s general use and purpose.

Bequest of Specific Personal Property
I hereby, give, devise and bequeath DESCRIPTION OF PROPERTY to Shepherds Foundation, Inc., a non-profit organization located at 1805 15th Ave, Union Grove, WI 53182, Federal Tax ID #20-1344722, for Shepherds Foundation, Inc.'s general use and purpose.

Bequest of Specific Real Estate
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Shepherds Foundation, Inc., a non-profit organization located at 1805 15th Ave, Union Grove, WI 53182, Federal Tax ID #20-1344722, for Shepherds Foundation, Inc.'s general use and purpose.

Bequest of Rest, Residue & Remainder of Estate
All the rest, residue, and remainder of my estate, both real and personal, wherever situated, I give, devise, and bequeath to Shepherds Foundation, Inc., a non-profit organization located at 1805 15th Ave, Union Grove, WI 53182, Federal Tax ID #20-1344722, for Shepherds Foundation, Inc.'s general use and purpose.

Bequest with Shepherds as Contingent Beneficiary
In the event any of my above named beneficiaries have not survived me, I hereby direct their share to be distributed to Shepherds Foundation, Inc., a non-profit organization located at 1805 15th Ave, Union Grove, WI 53182, Federal Tax ID #20-1344722, for Shepherds Foundation, Inc.'s general use and purpose.

2. Restricted Bequest

If you are considering a bequest but would like to ensure that your bequest will be used only for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give that will ensure your charitable objectives can be met. We will also work with you and your attorney to craft language to accomplish your objectives.

In cases where donors are making a restricted bequest, we recommend that your attorney include the following provision to give Shepherds Foundation, Inc. flexibility should it no longer be possible for our organization to use your gift as you originally intended:

If, in the judgment of the Board of Directors of Shepherds Foundation, Inc., it shall become impossible for Shepherds Foundation, Inc. to use this bequest to accomplish the specific purposes of this bequest, Shepherds Foundation, Inc. may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.

Contact Us

Please contact us if you have any questions about how to make a bequest to Shepherds Foundation, Inc. or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us