Bequest Intentions and Revocable Living Trusts

A bequest intention occurs when a donor decides to leave some assets to LHS Foundation by placing this gift intention in his or her will.

Bequest intentions may be either outright or contingent bequests and unrestricted or restricted as to use. Bequest gifts are often used to honor or memorialize family, friends, or favorite LHS programs or staff members.

Bequest language is important. Sample bequest language may state that “I, give, devise, and bequeath to LHS Foundation, a corporation existing under the laws of the State of Ohio and located at 2021 N. McCord Road,Toledo, Lucas County, Ohio, 43615, the sum of $_______ or _______% or my estate, whichever is greater . . . ”

Unrestricted Use language may state that your gift is “to be used in such manner as the Directors thereof deem most useful for the general purposes of Lutheran Homes Society Foundation.”

Restricted Use language may state that your gift is “to be used for Lutheran Housing Services, the Lutheran Home at Toledo, student scholarships, building maintenance, capital improvement, etc.”

LHS Foundation staff can assist you and your estate advisors in crafting appropriate charitable gift language. Please contact them today 419-861-4965 or KLemmerbrock@LHSOH.org.


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