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Suggested Wording for Wills and Trusts

The following suggested wording is provided as a courtesy. Please consult your estate planning attorney for advice on all legal aspects of your estate planning.

Proportional Bequest
I give to Save Our Heritage Organisation, an amount equal to _______% (_______ percent) of the total value of the assets in my estate, whatever the amount shall be at the time of my death. [Continue with either: This gift is to be added to the Preservation Revolving Fund; or: This gift is to be used in such a manner as the Board of Directors of SOHO shall, in its sole discretion, determine.]

Residuary Bequest
I give to Save Our Heritage Organisation, all the residue and remainder of my estate. [Continue with either: This gift is to be added to the Preservation Revolving Fund; or: This gift is to be used in such a manner as the Board of Directors of SOHO shall, in its sole discretion, determine.]

Specific Bequest
I give to Save Our Heritage Organisation, (the sum of $_____________) OR (all right, title and interest in the following described property: _______________________________________). [Continue with either: This gift is to be added to the Preservation Revolving Fund; or: This gift is to be used in such a manner as the Board of Directors of SOHO shall, in its sole discretion, determine.]

Contingent Bequest
In the event that ______________________________ (name of wife, son, brother) shall not survive me, then I give ______________________________ (my home, my securities, or other assets) to Save Our Heritage Organisation. [Continue with either: This gift is to be added to the Preservation Revolving Fund; or: This gift is to be used in such a manner as the Board of Directors of SOHO shall, in its sole discretion, determine.]

ONLINE Donation Form
MAIL IN Donation Form

WAYS TO DONATE

Online - Use our secure form
Phone - Call (619) 297-9327
Mail - Print form & mail

Contribute to any one of these important funds and personalize your donation to meet the areas you care most about!

Annual Contributions

Direct Donations

Legal Defense Funds

Memorial Funds

Legacy Giving

More ways to Support SOHO

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2476 San Diego Avenue · San Diego CA 92110 · Phone (619) 297-9327
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