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Sample Bequest Language

A gift to Planned Parenthood Federation of America, Inc. 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. A bequest:

  • Is easy to arrange.
  • Will not alter your current lifestyle in any way.
  • Can be easily modified to address your changing needs.

Residual Bequest Language

A residual bequest comes to us after your estate expenses and specific bequests are paid:

I give, devise, and bequeath _______ (dollar amount, percentage, or percent of the rest, residue, and remainder of my estate) to Planned Parenthood Federation of America, Inc., now or formerly in the City of New York, , , in the State of New York, to be used for its general purposes.

Specific Bequest Language

Naming Planned Parenthood Federation of America, Inc. as a beneficiary of a specific amount from your estate is easy:

I give, devise, and bequeath $________ to Planned Parenthood Federation of America, Inc., now or formerly in the City of New York, , , in the State of New York, to be used for its general purposes.

Contingent Bequest Language

Planned Parenthood Federation of America, Inc. can be named as a contingent beneficiary in your will or personal 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, devise, and bequeath _____________ (all or a percentage of the residue of my estate) to Planned Parenthood Federation of America, Inc., now or formerly in the City of New York, , , in the State of New York, to be used for its general purposes.

Retirement Plan Beneficiary Language

You may name Planned Parenthood Federation of America, Inc. as a beneficiary of your IRA or other qualified retirement benefits. Donors should consult with their tax advisor regarding the tax benefits of such gifts.

Naming Planned Parenthood Federation of America, Inc. as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming Planned Parenthood Federation of America, Inc. as a beneficiary of a retirement plan, the donor maintains complete control over the asset while living, but at the donor's death the plan passes to support Planned Parenthood Federation of America, Inc., free of both estate and income taxes.

Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change of beneficiary form from your plan administrator. When you are done, please return the form to your plan administrator and notify Planned Parenthood Federation of America. Once you decide to designate Planned Parenthood Federation of America, as a beneficiary, simply provide the address and tax identification number, as follows, on your beneficiary designation form. Please contact us if you need further assistance.

Planned Parenthood Federation of America, Inc.
Office of Gift Planning
,
, NY 

Tax ID#:  13-1644147

Customized Language

If you or your attorney would like Planned Parenthood Federation of America, Inc. to provide you with customized beneficiary language that is specific to your goal and interest, please contact us.

Please contact us so that we can assist you through every step of the process.

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