Bequest Language
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The following is intended to help you and your attorney in drafting a bequest that satisfies your interests. As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding Dartmouth Health and/or Geisel School of Medicine at Dartmouth, be sure our organization’s correct legal name appears in all final documents as:
“Trustees of Dartmouth College for Geisel School of Medicine at Dartmouth, Medical and Healthcare Advancement, Attn: Gift Recording, One Medical Center Drive, HB 7070, Lebanon, NH 03756-0001, a New Hampshire nonprofit corporation, or its successor, Federal Tax Identification Number: 02-0222111.”
General Bequest of a stated sum of money may be worded:
“I give to Trustees of Dartmouth College for Geisel School of Medicine at Dartmouth, Medical and Healthcare Advancement, Attn: Gift Recording, One Medical Center Drive, HB 7070, Lebanon, NH 03756-0001, a New Hampshire nonprofit corporation, or its successor, Federal Tax Identification Number 02-0222111 [insert here the exact dollar amount].”
Specific Bequest of a certain asset from your estate may be worded:
“I give to Trustees of Dartmouth College for Geisel School of Medicine at Dartmouth, Medical and Healthcare Advancement, Attn: Gift Recording, One Medical Center Drive, HB 7070, Lebanon, NH 03756-0001, a New Hampshire nonprofit corporation, or its successor, Federal Tax Identification Number 02-0222111, [insert here a description of the particular property].”
Residuary Bequest, after other bequests and expenses have been paid, may be worded:
“I give to Trustees of Dartmouth College for Geisel School of Medicine at Dartmouth, Medical and Healthcare Advancement, Attn: Gift Recording, One Medical Center Drive, HB 7070, Lebanon, NH 03756-0001, a New Hampshire nonprofit corporation, or its successor, Federal Tax Identification Number 02-0222111, all [or a portion] of the rest, residue and remainder of my estate.”
Contingent Bequest if the person making the will is not survived by certain individuals:
“If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to Trustees of Dartmouth College for Geisel School of Medicine at Dartmouth, Medical and Healthcare Advancement, Attn: Gift Recording, One Medical Center Drive, HB 7070, Lebanon, NH 03756-0001, a New Hampshire nonprofit corporation, or its successor, Federal Tax Identification Number 02-0222111, [insert here the exact dollar amount, description of property, or percentage of residual estate].”
“Dartmouth-Hitchcock Health, Medical and Healthcare Advancement, Attn: Gift Recording, One Medical Center Drive, HB 7070, Lebanon, NH 03756-0001, a New Hampshire nonprofit corporation, or its successor, Federal Tax Identification Number: 26-4812335.”
General Bequest of a stated sum of money may be worded:
“I give to Dartmouth-Hitchcock Health, Medical and Healthcare Advancement, Attn: Gift Recording, One Medical Center Drive, HB 7070, Lebanon, NH 03756-0001, a New Hampshire nonprofit corporation, or its successor, Federal Tax Identification Number 26-4812335 [insert here the exact dollar amount].”
Specific Bequest of a certain asset from your estate may be worded:
“I give to Dartmouth-Hitchcock Health, Medical and Healthcare Advancement, Attn: Gift Recording, One Medical Center Drive, HB 7070, Lebanon, NH 03756-0001, a New Hampshire nonprofit corporation, or its successor, Federal Tax Identification Number 26-4812335, [insert here a description of the particular property].”
Residuary Bequest, after other bequests and expenses have been paid, may be worded:
“I give to Dartmouth-Hitchcock Health, Medical and Healthcare Advancement, Attn: Gift Recording, One Medical Center Drive, HB 7070, Lebanon, NH 03756-0001, a New Hampshire nonprofit corporation, or its successor, Federal Tax Identification Number 26-4812335, all [or a portion] of the rest, residue and remainder of my estate.”
Contingent Bequest if the person making the will is not survived by certain individuals:
“If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to Dartmouth-Hitchcock Health, Medical and Healthcare Advancement, Attn: Gift Recording, One Medical Center Drive, HB 7070, Lebanon, NH 03756-0001, a New Hampshire nonprofit corporation, or its successor, Federal Tax Identification Number 26-4812335, [insert here the exact dollar amount, description of property, or percentage of residual estate].”