Sample Bequest Wording

The wording of your bequest is very important.

Below are some examples of suggested wording to ensure your bequest is clear and will be
directed to Headwaters Health Care Foundation according to your wishes.

  • Your charitable bequest should be directed to “Headwaters Health Care Foundation” in your Will.
  • Headwaters Health Care Foundation’s Canada Revenue Agency (CRA) Number is
  • 888697794RR0001
     
    To include bequests of the residue of your estate:
    I give to Headwaters Health Care Foundation all (or %) of the rest, residue
    and remainder of my estate for the purpose of supporting its highest priority needs/specific purpose.
     
    To include bequests of a specific sum of money:
    I give to Headwaters Health Care Foundation the sum of $ (amount) for its highest priority needs/specific purpose.
     
    To include bequests of property including real estate or valuable items such as stocks,
    bonds, jewellery or works of art:
    I give to Headwaters Health Care Foundation (description of property) for its highest priority needs.
    Please note that unless the property is considered useful to Headwaters Health Care Foundation, it will be sold and the proceeds used by the Foundation in accordance with its charitable objectives.
     
    Contingent bequests:
    A contingent bequest is one in which Headwaters Health Care Foundation receives a gift
    only if other heirs specifically named in your Will die before you do.
     
    If [name(s) of primary beneficiaries] do(es) not survive me, or die(s) within (90) days of my
    death, or as a result of common disaster, then I give to Headwaters Health Care Foundation
    [describe the specific amount of money, property or percentage of residual estate] for its highest priority needs/specific purpose.
     
    Disclaimer – Please note the following suggested language is meant as a resource for you and your lawyer as you plan your charitable bequest to Headwaters Health Care Foundation. This information should not be construed or relied on as legal advice.