WILLS AND BEQUESTS

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

 

  1. Bequests of a Specific Dollar Amount 

If you would like to include a bequest of a specific amount of money to CEO Forum, we suggest the following language:

I hereby give, devise, and bequeath _________ dollars ($__________) to CEO Forum, a nonprofit organization located at 2840 Village Parkway, Suite 100, Highland Village, TX, 75077 Federal Tax ID #12020124918, for CEO Forum’s general use and purpose.

  1. Bequests of a Percentage of Your Estate 

If you would like to include a bequest of a percentage of your estate to CEO Forum, we recommend the following language:

I hereby give, devise, and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to CEO Forum, a nonprofit organization located at 2840 Village Parkway, Suite 100, Highland Village, TX, 75077 Federal Tax ID #12020124918, for CEO Forum’s general use and purpose.

  1. Bequests of the Residue of Your Estate

If you would like to include a bequest of some or all of any remaining assets of your estate (after your specific bequests) to CEO Forum, we recommend the following language:

I hereby give, devise, and bequeath to CEO Forum, a nonprofit organization located at 2840 Village Parkway, Suite 100, Highland Village, TX, 75077 Federal Tax ID #12020124918, ____ percent (___%) of the rest, residue, and remainder of my estate to be used for CEO Forum’s general use and purpose. 

  1. Contingent Bequests

If you would like to name CEO Forum as a secondary beneficiary, in the event your primary beneficiary does not survive you, we suggest the following language:

If [name of primary beneficiary] does not survive me, I then hereby give, devise and bequeath _____ to CEO Forum, a nonprofit organization located at 2840 Village Parkway, Suite 100, Highland Village, TX, 75077 Federal Tax ID #12020124918, [description of assets] to be used for CEO Forum’s general use and purpose.