Sample Bequest Language

  1. UNCONDITIONAL BEQUEST

    "I give and devise to the Opportunity Plan, Inc. ("OPI") of Canyon, Texas, (Tax ID number) the sum of            (or the following described property), the principal and income to be used in such manner as its Board of Directors deems best."

  2. BEQUEST OF RESIDUE

    "I give and devise to Opportunity Plan, Inc. ("OPI") of Canyon, Texas, (Tax ID number) all the rest of my property and estate, real and personal. The principal and income will be used in such manner as its Board of Directors deems best."

  3. CONTINGENT BEQUEST

    "If all of the above-named beneficiaries (devisees) should pre-decease me, then I give and devise the property, real and personal, which each such beneficiary (devisee) would have received had he survived me, to the Opportunity Plan, Inc. ("OPI") of Canyon, Texas, (Tax ID number) the principal and income to be used in such manner as its Board of Directors deems best."

  4. BEQUEST FOR SPECIFIC PURPOSE

    "I give and devise to the Opportunity Plan, Inc. ("OPI") of Canyon, Texas, (Tax ID number) the sum of $           (or the percentage of     , or the following described property) to establish the                 Scholarship Fund. The Fund income, but not the principal, should be used for general education scholarships (other specific information criteria may be listed here) to further students’ education. If, in the judgment of its Board of Directors, change of circumstances should at some future time render the designated use of this Fund no longer appropriate, then the Board should use the Fund’s income to further the objectives and purposes of the Opportunity Plan, Inc. ("OPI")."