Language to Use for Bequeathing Money to the LFA
You can support the LFA mission beyond your lifetime by including a gift to the LFA in your will. To make a bequest of cash, securities, or other property to the Lupus Foundation of America, your will (or supplemental codicil, if you do not wish to write a new will), should state:
"I give and bequeath to the National Office of the Lupus Foundation of America, Inc., a non-profit corporation with Federal ID # 43-1131436, having its principal office at 2121 K Street NW, Suite 200, Washington, DC 20037, or its successor, (Option 1) the sum of $_______, (Option 2) ______ percent of the rest, residue and remainder of my estate, (Option 3) the following assets: (e.g. real estate, securities, personal property), to be used for general unrestricted purposes of the organization."
A bequest to the Lupus Foundation of America is fully deductible for estate tax purposes. You may bequest cash, property or appreciated securities. You need an attorney to help you draw up a will that will meet legal requirements. Ask your attorney, accountant or tax advisor about ways to reduce or eliminate estate taxes.