Bequests
Remembering WMSS, Inc. in your Will or Living Trust is a simple way for you to leave a legacy of care for future generations of seniors. There are different ways for you to include WMSS, Inc. in your Will or Living Trust.
• Make a donation of a specific amount or asset:
“I give to WMSS, Inc., a Point Reyes Station not-for-profit corporation that is recognized as exempt from tax under Section 501 (c)(3) of the Internal Revenue Code, with its principal office located at 11435 State Route One, P.O. Box 791, Point Reyes Station, CA 94956, the sum of $___ to be used for its general purposes.”
• Leave a percentage of your estate:
“I give to WMSS, Inc., a Point Reyes Station not-for-profit corporation that is recognized as exempt from tax under Section 501 (c)(3) of the Internal Revenue Code, with its principal office located at 11435 State Route One, P.O. Box 791, Point Reyes Station, CA 94956, ___ percent of the total value of my estate to be used for its general purposes.”
• Take care of others first, and leave the remainder, or residual, of your estate to WMSS:
“I give to WMSS, Inc., a Point Reyes Station not-for-profit corporation that is recognized as exempt from tax under Section 501 (c)(3) of the Internal Revenue Code, with its principal office located at 11435 State Route One, P.O. Box 791, Point Reyes Station, CA 94956, [all or ___ percent)] of my residuary estate to be used for its general purposes.”
• Leave a contingent gift that only takes effect if one of your beneficiaries predeceases you:
“In the event of the death of any of the beneficiaries, I give to WMSS, Inc., a Point Reyes Station not-for-profit corporation that is recognized as exempt from tax under Section 501 (c)(3) of the Internal Revenue Code, with its principal office located at 11435 State Route One, P.O. Box 791, Point Reyes Station, CA 94956, (specific, percentage, or residual language as above).”
This information is not intended as tax or legal advice. We recommend that you consult with your legal and financial advisors to learn how a gift would work in your circumstances.