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Bequest by Will or Living Trust

You may make a charitable gift by naming Bay Area Legal Services as a beneficiary in your will or living trust. The federal government encourages charitable bequests by allowing you to take an unlimited estate tax charitable deduction. In addition, a charitable bequest may place your estate in a lower estate tax bracket.

There are three ways you can make a bequest:

  • Specific Bequest. You designate a specific dollar amount, specific percentage, or specific property to BALS. Sample language:
    • Specific Dollar Amount: “I bequeath the sum of $_________ to Bay Area Legal Services, Inc., 1302 N. 19th Street, Suite 400, Tampa, FL 33605, to be used or disposed of for the benefit of Bay Area Legal Services, Inc.”
    • Real Estate: “I devise all of my right, title, and interest in and to the real estate located at <ADDRESS/DESCRIPTION OF PROPERTY> to Bay Area Legal Services, Inc., 1302 N. 19th Street, Suite 400, Tampa, FL 33605, to be used or disposed of for the benefit of Bay Area Legal Services, Inc.”
    • Specific Personal Property: “I bequeath <DESCRIPTION OF PROPERTY> to Bay Area Legal Services, Inc., 1302 N. 19th Street, Suite 400, Tampa, FL 33605, to be used or disposed of for the benefit of Bay Area Legal Services, Inc.”
  • Residual Bequest. Your estate will pay all debts, taxes, expenses, and specific bequests. The remaining amount, the residual, will be transferred to BALS. Sample language:
    • “I devise and bequeath (all/or ___%) of the remainder of my property to Bay Area Legal Services, Inc., 1302 N. 19th Street, Suite 400, Tampa, FL 33605, to be used or disposed of for the benefit of Bay Area Legal Services, Inc.”
  • Contingent Bequest. You can ask that BALS receive all or a portion of your estate only under certain circumstances. For example, you can name BALS as a beneficiary of your estate only if another beneficiary predeceases you. For example:
    • “If my husband/wife does not survive me, I bequeath the sum of $____ to Bay Area Legal Services, Inc., 1302 N. 19th Street, Suite 400, Tampa, FL 33605, to be used or disposed of for the benefit of Bay Area Legal Services, Inc.”

If you have questions about making a donation to Bay Area Legal Services through planned giving, contact BALS' Development Office at 813.232.1222, ext. 131 or This email address is being protected from spambots. You need JavaScript enabled to view it.

BALS makes no claims regarding the accuracy of the above information or the tax consequences if you rely on it. Please consult with your tax, legal, or financial planning advisor.