A will or bequest is the easiest way to ensure that you fully provide for your family and that your assets are distributed as you wish. Many friends have remembered the Ohio Buckeye Chapter in their will while providing for their family. A bequest through your will also provides continuing support for the critical programs and services of the Chapter for the MS community.
A gift to the Ohio Buckeye Chapter through your will has several advantages:
- Charitable gifts made through your will are 100 percent deductible for estate tax purposes;
- A charitable bequest may place your estate in a lower estate tax bracket;
- You may specify that your bequest is used for general purposes of the Chapter or for a particular program of interest;
- Your gift ensures your continued support of the Society's mission.
Examples of a Gift By Will Language for a bequest provision is simple and can be incorporated into a new will or added by a codicil, or amendment, to your existing will. Here is some suggested language pertaining to bequests:
Unrestricted Bequests
"I give to the National Multiple Sclerosis Society, Ohio Buckeye Chapter, 6155 Rockside Rd., Suite 202, Independence, OH 44131 (TAX ID # 34-0801307) the greater of $____ (dollars) or ____% (percent) of my estate."
"I give to the National Multiple Sclerosis Society, Ohio Buckeye Chapter, 6155 Rockside Rd., Suite 202, Independence, OH 44131 (TAX ID # 34-0801307) the greater of $____ (dollars) or ____% (percent) of my estate."
Residual Bequests
"I give (all) or (percent of) the residue of my estate to the National Multiple Sclerosis Society, Ohio Buckeye Chapter, 6155 Rockside Rd., Suite 202, Independence, OH 44131 (TAX ID # 34-0801307."
Restricted Bequests
"I give to the National Multiple Sclerosis Society, Ohio Buckeye Chapter, 6155 Rockside Rd., Suite 202, Independence, OH 44131 (TAX ID # 34-0801307 the greater of $____ (dollars) or ____% (percent) of my estate for the following purpose ______."
Contingent Bequests
"I give to Mrs. Jane Smith the greater of $____ (dollars) or ____% (percent) of my estate. In the event she shall predecease me, I direct this sum, or percent, to be paid to the National Multiple Sclerosis Society, Ohio Buckeye Chapter, 6155 Rockside Rd., Suite 202, Independence, OH 44131 (TAX ID # 34-0801307)."
For more information, please contact Janet Kramer at 800-344-4867.