A wonderful way to Support Discovery Counseling Center’s mission is to leave us a gift in your estate plan (will, living trust, or codicil). A planned gift like this allows you to retain control over the asset during your lifetime, and later your support will ensure we can continue to provide high quality and affordable mental health services to future generations.
If you would like our help to design the language of the gift, we would be happy to work with your attorney. We recommend the following language:
Sample Bequest Language for your Will or Revocable Living Trust
Make a gift of a Specific Asset (real property, car, other property or a dollar amount). How to Name Discovery Counseling Center as a beneficiary of a specific amount or property from your estate:
“I give and devise to Discovery Counseling Center of the San Ramon Valley, Inc. (Tax ID #94-1705971), located in Danville, CA, the sum of $___________ to be used for its general use and purpose.”
A residual bequest can also be made, and any remaining assets in your estate would be received by Discovery Counseling Center after the instructions in your will and trust have been followed and all the other estate expenses have been paid:
“I give and devise to Discovery Counseling Center of the San Ramon Valley, Inc. (Tax ID #94-1705971), located in Danville, CA, all [or state a percentage] of the rest, residue, and remainder of my estate, both real and personal, to be used for its general use and purpose.”
Discovery Counseling Center can be named as a contingent or conditional beneficiary in your will or trust if one or more of your specific bequests cannot be fulfilled:
“If [insert name] is not living at the time of my demise, I give and devise to Discovery Counseling Center of the San Ramon Valley, Inc. (Tax ID #94-1705971), located in Danville, CA, the sum of $ _______ [or all or a percentage of the residue of my estate] to be used for its general use and purpose.”
You may also name Discovery Counseling Center of the San Ramon Valley, Inc. (Tax ID #94-1705971) as a beneficiary of your IRA or other qualified retirement benefits.
(Donors considering this gift should consult with a tax advisor regarding tax benefits of such gifts.)
