Sample Language

Use the Below as a Guide

Estate Percentage Will or Trust Bequest Language:
I give, devise, and bequeath to Habitat for Humanity Vail Valley, a non-profit corporation located at 455 Nottingham Ranch Rd., Avon, CO, _____ percent of my estate as an unrestricted gift. Tax ID: 84-1278922

Cash Bequest Will or Trust Language:
I give, devise, and bequeath to Habitat for Humanity Vail Valley, a non-profit corporation located at 455 Nottingham Ranch Rd., Avon, CO, the sum of $___________ as an unrestricted gift. Tax ID: 84-1278922

Remaining Interest Will or Trust Bequest Language:
I give, devise, and bequeath to Habitat for Humanity Vail Valley, a non-profit corporation located at 455 Nottingham Ranch Rd., Avon, CO, the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, as an unrestricted gift. Tax ID: 84-1278922

Investment Asset Will or Trust Bequest Language:
I give, devise, and bequeath to Habitat for Humanity Vail Valley, a non-profit corporation located at 455 Nottingham Ranch Rd., Avon, CO, _____ shares of common stock of ____________ owned by me at my death as these shares shall exist at the date of my death, as an unrestricted gift. Tax ID: 84-1278922

Property or Real Estate Will or Trust Bequest Language:
I give, devise, and bequeath to Habitat for Humanity Vail Valley, a non-profit corporation located at 455 Nottingham Ranch Rd., Avon, CO, all of the right, title and interest in and to the real estate located at [INSERT ADDRESS OR DESCRIPTION OF PROPERTY], for its general use and purposes. Tax ID: 84-1278922

Contact Information
Habitat for Humanity Vail Valley
Attn: Chatham Mayberry
P.O. Box 4149
Avon, CO 81620
970.748.6718 ext. 136

Securities Transfers

Contacts: John Welaj 970-748-6718 ext. 123 or Maria Klopfenstein 970-748-6718 ext. 101  Account: 7667-9134  DTC: 0141 Receiving Institution: Wells Fargo Advisors Contact: Elizabeth Thorpe, 303-742-2328/800-677-8301

Please telephone our office if your client is transferring shares to Habitat Vail Valley. We need to know the name and numbers of shares being transferred.

Interested in joining or have you already included Habitat Vail Valley in your estate plans? If so, please complete our Legacy Intention Form.