Planned Gifts

Bequests

A bequest is a simple and tax-advantaged way to plan a future gift to 2020 Mom. In naming 2020 Mom as a beneficiary in your will or trust, you can specify which assets 2020 Mom will receive. Assets could include cash, securities, real estate, or other non-cash assets, or you can designate a percentage of your estate.

Sample Language to Share with Your Attorney

Bequest of specific dollar amount: “I hereby give, devise and bequeath ______ ($DOLLARS) to 2020 Mom, a nonprofit organization located at 5101 Santa Monica Blvd, Ste 8-326, Los Angeles, CA 90029, Federal Tax ID #45-5009704.”

Bequest of specific asset: “I hereby give, devise and bequeath (description of asset) to 2020 Mom, a nonprofit organization located at 5101 Santa Monica Blvd, Ste 8-326, Los Angeles, CA 90029, Federal Tax ID #45-5009704.”

Bequest of specific percentage: “I hereby give, devise and bequest ____ percent (____%) of my total estate determined as of the date of my death, to 2020 Mom, a nonprofit organization located at 5101 Santa Monica Blvd, Ste 8-326, Los Angeles, CA 90029, Federal Tax ID #45-5009704.”

Residual bequest: “I hereby give, devise and bequeath all or a percentage of the rest, residue and remainder of my estate to 2020 Mom, a nonprofit organization located at 5101 Santa Monica Blvd, Ste 8-326. Los Angeles, CA 9002, Federal Tax ID #45-5009704.”

IRA/Retirement Plan Gifts

To name 2020 Mom as a beneficiary of your retirement plan/IRA, simply obtain a Beneficiary Designation Form from your broker and name 2020 Mom as a beneficiary using the following legal name and address: 2020 Mom, 5101 Santa Monica Blvd, Ste 8-326, Los Angeles, CA 90029, Federal Tax ID #45-5009704.

Questions? We are here to help, email: Kelly@2020Mom.org