The following is intended to help you draft a bequest that meets your intentions regarding Community Foundation of the North State. If you wish to support a particular program, we ask that you contact our office. Our legal name should appear as:
Legal name: Shasta Regional Community Foundation, dba Community Foundation of the North State, Federal Tax ID number: 68-0242276
We suggest the following wording:
General Bequest of a stated sum of money:
"I give to Shasta Regional Community Foundation, dba Community Foundation of the North State, 1335 Arboretum Dr, Ste B, Redding, CA 96003, Federal Tax Identification Number 68-0242276 ___________________Dollars ($___________)."
Specific Bequest of a certain asset from your estate:
"I give to Shasta Regional Community Foundation, dba Community Foundation of the North State, 1335 Arboretum Dr, Ste B, Redding, CA 96003, Federal Tax Identification Number 68-0242276, [insert here a description of the particular property]."
Residuary Bequest, after other bequests and expenses have been paid:
"I give to Shasta Regional Community Foundation, dba Community Foundation of the North State, 1335 Arboretum Dr, Ste B, Redding, CA 96003, Federal Tax Identification Number 68-0242276, [all] [a portion] of the rest of my estate."
Contingent Bequest if you are not survived by certain individuals:
"If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to Shasta Regional Community Foundation, dba Community Foundation of the North State, 1335 Arboretum Dr, Ste B, Redding, CA 96003, Federal Tax Identification Number 68-0242276, [insert here the exact dollar amount, description of property, or percentage of residual estate]."