Suggested Bequest Language

A bequest is a simple and convenient way to provide the Arizona-Sonora Desert Museum with a planned gift, however you do have a number of options in how your gift is structured. The Arizona-Sonora Desert Museum encourages you to share the following suggested bequest language with your professional advisor and to select the language that best suits your charitable intentions.

1. 1. A bequest of a specific amount

   You can specify a dollar amount to be given to the Arizona-Sonora Desert Museum. Suggested language for making a gift of a specific amount is:

   "I give and devise the sum of _____ dollars to the Arizona-Sonora Desert Museum, Inc., a non-profit Arizona corporation located at 2021 N. Kinney Road, Tucson, Arizona 85743, tax identification number 86-0111675, to be used for its general purposes."

2. 2. A bequest for a percentage of
   the remainder of your estate

   Residuary bequests are used to give all or a portion of the rest, residue, and remainder of your estate after payment of expenses and any specific amounts designated to other beneficiaries. Gifts to the Arizona-Sonora Desert Museum using this approach also adjust with changes in the size of your estate. Suggested language for making a gift that is a percentage of your entire estate:

   "I give and devise _____ percent (%) of the rest, residue, and remainder of my estate to the Arizona-Sonora Desert Museum, Inc., a non-profit Arizona corporation located at 2021 N. Kinney Road, Tucson, Arizona 85743, tax identification number 86-0111675, to be used for its general purposes."

3. 3. A bequest for specific purposes

   "I give and devise the sum of ____________ in cash (or _________ shares of ________ stock) to the Arizona-Sonora Desert Museum, Inc. a non-profit Arizona corporation located at 2021 N. Kinney Road, Tucson, Arizona 85743, tax identification number 86-0111675, to be used for ____________________________ at the Arizona-Sonora Desert Museum.

   If circumstances in the future make it impractical to continue using the bequest for the purpose designated, then the Arizona-Sonora Desert Museum Board of Trustees may re-designate the purpose for which the bequest may be distributed, provided that amended terms shall honor as closely as possible to my original intent."

4. 4. A bequest of a specific asset
   (stocks, real estate, art)

   "I give and devise __________________________ to the Arizona-Sonora Desert Museum, Inc., a non-profit Arizona corporation located at 2021 N. Kinney Road, Tucson, Arizona 85743, tax identification number 86-0111675, to be used for its general purposes."

Suggested bequest language is provided to you for your information and your attorney's convenience, it is not intended to be legal advice. We recommend you seek the advice of your tax advisor, attorney, and/or financial planner to make certain your considered gift fits well with your overall circumstances and planning.