Bequest Language

The language in your will to establish a bequest for The Carter Center will depend upon the type of gift and your personal charitable and financial goals. Because every will is unique, we encourage you to seek the advice of a qualified attorney.

You may specify that The Carter Center is to receive a certain dollar amount, a specific percentage of your estate or its remained, or a particular asset. If you already have a valid, up-to-date will, your attorney can add, "The Carter Center, Inc., located at 453 John Lewis Freedom Pkwy NE, Atlanta, GA 30307," through a codicil. It is our sincere hope that these sample provisions will be helpful to your legal adviser.

Federal tax ID number: 58-1454716

Sample Bequest Clauses

Unrestricted Gifts
"I give and bequeath the sum of _________ dollars (or stated percentage of estate or remainder) to The Carter Center, Inc., a non-profit corporation located at 453 John Lewis Freedom Pkwy NE, Atlanta, GA 30307, for its general purposes."

Gifts for Endowment or a Specific Purpose
"I give and bequeath the sum of _________ dollars (or stated percentage of estate or remainder) to The Carter Center, Inc., a non-profit corporation located at 453 John Lewis Freedom Pkwy NE, Atlanta, GA 30307, to be used for endowment (or indicate a program area)." (See "Maximizing Your Gift".)

Gift of Residuary Estate
"I give, devise, and bequeath the remaining balance of my estate, after all specific bequests and devises have been satisfied, to The Carter Center, Inc., a non-profit corporation located at 453 John Lewis Freedom Pkwy NE, Atlanta, GA 30307, for its general purposes."

Contingent Gift of Residuary Estate
"I give and bequeath to _____________ (named individual), the sum of ________ dollar, if he/she survives me. If ______________ (named individual) does not survive me, I give and bequeath said amount to The Carter Center, Inc., a non-profit corporation located at 453 John Lewis Freedom Pkwy NE, Atlanta, GA 30307, for its general purposes."

Provision Providing for Payment of Charitable Pledge
Any unpaid charitable pledges, whether such pledges are legally enforceable or not, shall be paid out of my estate as soon as practicable. It is important to keep records that will enable an executor to ascertain the amount of any gifts made to The Carter Center from the date of the pledge to the date of death.

In addition to making gifts of cash in the form of a specific amount or percentage, you may also opt to bequeath the following types of property to The Carter Center:

Stock or other intangible personal property, such as royalties
Real estate
Personal property (art, antiques, etc....)

Maximizing Your Gift

The Carter Center encourages donors to create bequests of a general nature. Please keep in mind that the needs of the people we serve change over time, and your bequests to a specific program may not be applicable when your commitment is finally realized.

If you do wish to name a specific program, please consider identifying an alternative general program area, such as peace or health, to receive the funds from your estate or a backup to your primary designation. Our Office of Gift Planning will be pleased to assist you in developing the language that best expresses your wishes.

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.