For your convenience the JCA team has compiled draft bequest language you may wish to review for insertion in your will or trust.  Of course, we always recommend that you confer with your estate attorney prior to making any changes to your estate.  If you do not have an estate attorney, we have a number of professionals here in Jacksonville that we may recommend.

 

Specific dollar amount

I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to The Jewish Community Alliance Foundation 8505 San Jose Blvd, Jacksonville, FL 32217.  Federal Tax ID #59-2620208, for general and unrestricted use and purpose.

Percentage of estate 

I hereby give, devise and bequeath ____% of my total estate, determined as of the date of my death to The Jewish Community Alliance Foundation 8505 San Jose Blvd, Jacksonville, FL 32217.  Federal Tax ID #59-2620208, for general and unrestricted use and purpose.

Residual of estate

I hereby give, devise and bequeath ALL OR A PERCENTAGE of the rest, residue of my total estate, determined as of the date of my death to The Jewish Community Alliance Foundation 8505 San Jose Blvd, Jacksonville, FL 32217.  Federal Tax ID #59-2620208, for general and unrestricted use and purpose.

Contingent bequest

If the primary beneficiary does not survive me then I, hereby give, devise and bequeath, determined as of the date of my death to The Jewish Community Alliance Foundation 8505 San Jose Blvd, Jacksonville, FL 32217.  Federal Tax ID #59-2620208, for general and unrestricted use and purpose.

Specific real estate

I, hereby give, devise and bequeath, determined as of the date of my death all of the right, title and interest in the real property real estate located at _______St, ______City, ______State, _____Zip to The Jewish Community Alliance Foundation 8505 San Jose Blvd, Jacksonville, FL 32217.  Federal Tax ID #59-2620208, for general and unrestricted use and purpose.

Specific personal property

I hereby give, devise and bequeath – DESCRIPTION of PROPERTY – determined as of the date of my death to The Jewish Community Alliance Foundation 8505 San Jose Blvd, Jacksonville, FL 32217.  Federal Tax ID #59-2620208, for general and unrestricted use and purpose.