TEMPLE
ISRAEL
OF
ALAMEDA
FOUNDATION
3183 MECARTNEY ROAD
ALAMEDA
,
CA
94501-6912
FEDERAL TAX ID# 94-3236534
If you have a will:
I give to the
Temple
Israel
of
Alameda Foundation, a
California
non-profit organization, ____ percent
(___%) of the residue of my estate. [Alternative:
the sum of $________].
This gift shall be used to benefit the
Temple
Israel
of
Alameda Foundation. If the
Temple
Israel
of
Alameda Foundation fails for any reason to take this gift, or if on the date of
death is not an organization described in IRC section 2055(a), or any successor
statute, this gift shall be made to
Temple
Israel
.
If
Temple
Israel
fails
for any reason to take this gift, or if on the date of death is not an
organization described in IRC section 2055(a), or any successor statute, this
gift shall lapse.
If you have a trust:
On the death of the [surviving]
settler, the trustee shall distribute from the assets of the ____________ Trust
____percent (____%) to the
Temple
Israel
of
Alameda Foundation, a
California
non-profit organization. [Alternative:
from the assets of the ________ Trust the sum of $___________].
This gift shall be used to benefit the
Temple
Israel
of
Alameda Foundation. If the
Temple
Israel
of
Alameda Foundation fails for any reason to take this gift, or if on the date of
death is not an organization described in IRC section 2055(a), or any successor
statute, this gift shall be made to
Temple
Israel
.
If
Temple
Israel
fails
for any reason to take this gift, or if on the date of death is not an
organization described in IRC section 2055(a), or any successor statute, this
gift shall lapse.
Add to both of the above:
To the fullest extent possible, this
gift shall be paid out of “income in respect of a decedent” as that term is
defined in the Internal Revenue Code.
THEABOVE
IS NOT INTENDED AS LEGAL ADVICE. BE
SURE TO REVIEW THIS WITH YOUR ESTATE PLANNING ATTORNEY.