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Sample bequest language

  • When including a bequest provision in your will, always use the full legal name and provide the Federal Taxpayer Identification Number appropriate for either the Masonic Homes of California or the California Masonic Foundation.
  • Our full, legal names are:
    For the Masonic Homes - "The Masonic Homes of California"
    For the Foundation - "The California Masonic Foundation"
  • Our Federal taxpayer identification numbers are:
    For the Masonic Homes - "94-1156564"
    For the Foundation - "23-7013074"

Consultation with a legal advisor is encouraged. The following are for illustration only:

  • Bequests for unrestricted purposes
    Unrestricted gifts are to be used for the greatest need at the time determined by the appropriate Board of Trustees. A general unrestricted bequest is especially valued by the California Masons. A proportional bequest is often the best way to accomplish your goals. We would receive a percentage of the estate or the residue of the estate after all other provisions have been met.

    Sample language: "I give to {The Masonic Homes of California}{The California Masonic Foundation}{percent} of my estate, or (percent of the rest, residue and remainder) of my estate to be used for the benefit of California Masonry."

  • Gifts of securities
    For a bequest of securities, the possible language is: "I give {The Masonic Homes of California}{The California Masonic Foundation} all of my shares of XYZ stock or mutual fund to be used for the benefit of California Masonry."

  • Specific gifts
    For a bequest of cash, the possible language is: "I give to {The Masonic Homes of California}{The California Masonic Foundation}the sum of (Amount) to be used for the benefit of California Masonry."

  • Contingent bequest
    A contingent bequest takes effect only if the primary intention cannot be met (e.g. if the primary beneficiary does not survive the donor). This ensures that property will not be distributed to unintended beneficiaries.

    Sample language: "If (name of primary beneficiary) does not survive me, or shall die during the administration of my estate, or as a result of a common disaster, then I give to {The Masonic Homes of California}{The California Masonic Foundation}all of the rest, residue, and remainder of my estate, to be used for the benefit of California Masonry."

 

 

 

 

Contact Us

Grand Lodge of California
1111 California Street
San Francisco, CA 94108

p: (415) 776-7000

e: memberservices@freemason.org