Gift Planning

Sample Bequest Language

A gift to the Palomar Audubon Society in your will or revocable living trust affirms your confidence that Palomar Audubon will continue to make a difference in the lives of future generations. A bequest:

  • Is easy to arrange.
  • Will not alter your current lifestyle in any way.
  • Can be easily modified to address your changing needs.
  • Tax ID: 33-0548469

Residual Bequest Language

A residual bequest can be made to Palomar Audubon after your estate expenses and specific bequests are paid:

I bequeath to the Palomar Audubon Society, Inc., located at P.O. Box 2483, Escondido, CA  92033-2483, all or a percentage ______%  of the rest, residue and remainder of my estate, both real and personal, to be used for its general support and/or for the support of its mission in the state of California and/or for a specific program ________________________________.

Specific Bequest Language

A specific bequest can be made to Audubon for its ongoing conservation and environmental purposes:

I bequeath to the Palomar Audubon Society, Inc., a not-for-profit environmental conservation organization with its principal offices located at P.O. Box 2483, Escondido, CA  92033-2483, the sum of $___________ to be used for its general support and/or for the support of its mission in the state of California  and/or for a specific program: ________________________.

Contingent Bequest Language

A contingent bequest can be made to Palomar Audubon.  The bequest would be contingent on the change of status of a previously identified beneficiary.

If (insert name) is not living at the time of my demise, I bequeath to the Palomar Audubon Society, Inc., a not-for-profit environmental conservation organization with its principal offices located at P.O. Box 2483, Escondido, CA  92033-2483, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support and/or  for the support of its mission in the state of California, and/or for a specific program: ________________________.

A gift to Palomar Audubon Society in your will or revocable trust proclaims your confidence that we will continue to serve our mission and make a difference in the lives of future generations.

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