HOW TO MAKE A BEQUEST: USEFUL LANGUAGE
The most useful bequest is an unrestricted bequest for the general purposes of the Museum. This permits the Museum to use your gift wherever it is most needed at the time.
Suggested language for making an unrestricted bequest: “I give, devise and bequeath [the sum of ____ dollars], [all or ____ percent of the rest, remainder and residue of my estate of every kind and description (including lapsed legacies and devises)] to the Amelia Island Museum of History, Inc. 233 S. 3rd Street, Fernandina Beach, Florida, for its general corporate purposes.”
Suggested language for a specific purpose: “I give, devise and bequeath [the sum of ____ dollars], [all or ____ percent of the rest, remainder and residue of my estate of every kind and description (including lapsed legacies and devisees)] to the Amelia Island Museum of History, Inc. 233 S. 3rd Street, Fernandina Beach, Florida, to create an endowment fund which, subject to the Museum’s endowment spending rule, is to be used for the following purpose: [state the purpose].”
Important Note: If you do specify a use for your bequest, the following language will ensure that your gift will always remain productive: “If at any time in the judgment of the Trustees of the Amelia Island Museum of History, Inc. the designated use of this bequest is no longer practicable or appropriate, then the Trustees shall use the bequest to further the general purposes of the Museum, giving consideration, where possible, to my special interest as described above.”
IMPORTANT INFORMATION FOR YOUR BEQUEST:
Legal Name: Amelia Island Museum of History, Inc.
Federal ID Number: 59-1867595
Legal and Mailing Address: 233 S. 3rd Street, Fernandina Beach, FL 32034