Including Wellspring in your will is a common and straight-forward way to make a planned gift
In most cases, bequests are exempt from state inheritance tax.
Bequests can be:
- A fixed sum of money
- A percentage of your estate
- One or more particular assets, such as shares of stocks
If you already have a will
Rewriting is not necessary. Washington State law allows for a written addendum to include your charitable bequest. Talk to your estate planning attorney about putting this in place.
Examples of Bequest Language
You are welcome to offer the following bequest language sample to your estate planning attorney for consideration:
I give and devise to Wellspring Family Services, Seattle, Washington, the sum of $______ (or ____% of estate) to be used by the organization (or designated to the program of your choice) without further restriction.
Legal Name: Wellspring Family Services
Legal Address: 1900 Rainier Ave S., Seattle, WA 98144
Tax Identification Number: 91-0567261
To discuss bequests or other legacy gifts to Wellspring, please email Asa Tate, Chief Development Officer, or call 206.902.4231.
Please let us know if you have already made a planned gift to Wellspring so we can publicly recognize you in our 1892 Legacy Circle!