I bequeath to Dakin Pioneer Valley Humane Society, Inc. (DPVHS, Inc.) whose Dakin Pioneer Valley Humane Society is located at 163 Montague Road, Leverett, Massachusetts, 01054, the
sum of $____________ or __________% of my residuary estate (or an accurate
description of securities, real estate or other property given) to be used
for the general purposes of the said organization.
RESTRICTED BEQUEST
I bequeath to Dakin Pioneer Valley Humane Society, Inc. (DPVHS, Inc.), whose Dakin Pioneer Valley Humane Society is located at 163 Montague Road, Leverett, Massachusetts, 01054, the
sum of $____________ or __________% of my residuary estate (or an accurate
description of securities, real estate or other property given). This gift
shall be used for __________ (here describe in broad general terms the
desired purpose or division).
ESCAPE CLAUSE
In the case of a restricted gift it is wise to include a saving or escape clause so that your gift can continue to be useful to DPVHS, Inc. if conditions change in a way that would nullify or make impractical the original purpose.
If, in the opinion of the Shelter Trust Trustees and the Board of Directors
of DPVHS, Inc., all or part of the remainder of this bequest cannot be usefully
applied to the above purpose, they may use the same for any purpose within
the general powers of the organization which in their opinion will most
nearly accomplish my wishes and purposes.
CONTINGENT BEQUEST
A contingent bequest provides first for family and friends. It benefits DPVHS, Inc.,
only if other heirs do not survive.
If any of the above named beneficiaries should predecease me, then I
bequeath to Dakin Pioneer Valley Humane Society, Inc., whose Dakin Pioneer Valley Humane Society
is located at 163 Montague Road, Leverett, Massachusetts, 01054, all
property, real or personal, which said beneficiary or beneficiaries would
have received if said beneficiary or beneficiaries would have survived me.
ANIMAL CARE PROVISION
In return for the humane care, relocation and resolution of any animal
belonging to me at my death, I hereby bequeath a gift or additional gift to
Dakin Pioneer Valley Humane Society, Inc., whose Dakin Pioneer Valley Humane Society is located at
163 Montague Road, Leverett, Massachusetts, 01054, (here describe the
details of the gift and any specific desires for the animals(s)).
TESTAMENTARY TRUST
Declares that part or all of an estate be left in trust, with the income or
some stated amount to be paid to one or more beneficiaries. Upon the death
of the surviving beneficiaries, the principal will be paid to DPVHS, Inc..
OTHER TRUST INFORMATION
Individually managed trusts whose yields provide for the donor or other
beneficiaries for life or for a stated time and also benefit DPVHS, Inc., vary
widely in planning and wording.