Gifts Through Will Or Trust

There are ways for you to make a contribution to TURN AND receive income for the rest of your life.

Here are the best ways to leave a lasting gift of consumer protection through a bequest to TURN in your Will or Trust

  • Percentage Bequest is most flexible because it allows your gift to appreciate in your will no matter what asset is used.
  • Specific Bequest of an asset or a specific amount.
  • Residual Bequests are often made after remembering relatives and friends and usually in combination with a percentage bequest.

Suggested Language to Include in Your Bequest

Percentage Bequest

“I give, devise and bequeath to TURN, The Utility Reform Network, a nonprofit corporation of the State of California, located at 115 Sansome Street, Suite 900, San Francisco, CA 94104, (tax identification number 23-7351081), ____% of my estate.”

Specific Bequest

“I give, devise and bequeath to TURN, The Utility Reform Network, a nonprofit corporation of the State of California, located at 115 Sansome Street, Suite 900, San Francisco, CA 94104, (tax identification number 23-7351081),

    Choose:

  1. The sum of $___________.”
  2. __________ shares of stock in ________________Company.”, or
  3. my real property commonly known as _________________.”

Residual Bequest

“I give, devise and bequeath to TURN, The Utility Reform Network, a nonprofit corporation of the State of California, located at 115 Sansome Street, Suite 900, San Francisco, CA 94104, (tax identification number 23-7351081), all the residue of my estate, including real personal property.”

Contingent Bequest

“In the event of the death of any of the beneficiaries, I give, devise and bequeath to TURN, The Utility Reform Network, a nonprofit corporation of the State of California, located at 115 Sansome Street, Suite 900, San Francisco, CA 94104, (tax identification number 23-7351081), (percentage, specific, or residual language as above).”

If you would like additional information about giving a lasting bequest to TURN, please contact our executive director, Mark Toney.

Please let us know if you include TURN in your estate plan so that we may thank you and welcome you as a member of the Sylvia Siegel Legacy Society.