Bequest Language

In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to MPTF in your estate plan. We have provided some basic bequest language to assist you and your attorney.

1. Specific Bequest

If you are considering making an outright bequest to MPTF, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to MPTF, a nonprofit organization located at 23388 Mulholland Drive, Woodland Hills, CA, 91364, Federal Tax ID #____________, for MPTF's general use and purpose.

Bequest of Specific Personal Property

I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to MPTF, a nonprofit organization located at 23388 Mulholland Drive, Woodland Hills, CA, 91364, Federal Tax ID #_______________, for MPTF's general use and purpose.

Bequest of Specific Real Estate

I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to MPTF, a nonprofit organization located at 23388 Mulholland Drive, Woodland Hills, CA, 91364, Federal Tax ID #_______________, for MPTF's general use and purpose.

2. Percentage Bequest

If you are considering making a bequest of a percentage of your estate to MPTF, we recommend the following language:

I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to MPTF, a nonprofit organization located at 23388 Mulholland Drive, Woodland Hills, CA, 91364, Federal Tax ID #______________________, for MPTF's general use and purpose.

3. Residual Bequest

I hereby give, devise and bequeath to MPTF, a nonprofit organization located at 23388 Mulholland Drive, Woodland Hills, CA, 91364, Federal Tax ID # _________, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for MPTF's general use and purpose.

4. Contingent Bequest

If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to MPTF, a nonprofit organization located at 23388 Mulholland Drive, Woodland Hills, CA, 91364, Federal Tax ID # _________, DESCRIPTION OF PROPERTY to be used for MPTF's general use and purpose.

Restricted Bequests

If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.

If you are making a restricted bequest, we recommend that your attorney include the following provision to give MPTF flexibility should it no longer be possible for our MPTF to use your gift as you originally intended:

If, in the judgment of the Board of Directors of MPTF, it shall become impossible for MPTF to use this bequest to accomplish the specific purposes of this bequest, MPTF may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.

MPTF

The Wasserman Campus
23388 Mulholland Drive
Woodland Hills, CA 91364

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Call Us Toll-Free 855-760-MPTF (6783)
Email Us info@MPTF.com

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