
Lake Country School Federal Tax Identification Number: 41-1278205
Making an estate gift to Lake Country School can be very simple. You may choose to give specific assets, a portion of your estate or your residual estate after payment of other bequests. The following clauses are examples for making various types of gifts. Please always consult with your attorney or estate planner when designing or altering your will.
To give a specific amount:
I give $____ dollars to Lake Country School-Montessori Learning Environments, Minneapolis, Minnesota.
To give a percentage of your estate:
I give ____ percent of the rest, residue and remainder of my estate to Lake Country School-Montessori Learning Environments, Minneapolis, Minnesota.
(Planned giving specialists suggest it is better to specify a percentage of your estate rather than a specific sum. This allows your charitable giving goals to adjust with your changing life circumstances.)
To give the residual of your estate:
All the rest, residue and remainder of my estate, I give to Lake Country School-Montessori Learning Environments, Minneapolis, Minnesota.
To make a gift contingent upon a certain event:
If (name) should predecease me or is not living on the ninetieth day after the day of my death, I give the (specific dollar amount, percentage of estate, residual of estate) to Lake Country School-Montessori Learning Environments, Minneapolis, Minnesota.
To give stock:
I give (number of shares) of my shares in (company name) to Lake Country School-Montessori Learning Environments, Minneapolis, Minnesota.
To give real estate:
I give all of my rights, title and interest in the following described real estate (insert legal description) to Lake Country School-Montessori Learning Environments, Minneapolis, Minnesota.
To give an item:
I give my (description of item) , located at (location) , to Lake Country School-Montessori Learning Environments, Minneapolis, Minnesota.
To restrict your gift:
. . . to be used for the following purpose: (state purpose) . Should it not be possible to use these funds for the stated purpose or, if in the future it becomes unnecessary or unwise, in the opinion of the Board of Directors, to use this distribution for the purpose specified herein, then the Board of Directors may, in its discretion, use the funds for the fulfillment of other objectives of Lake Country School-Montessori Learning Environments, Minneapolis, Minnesota.
To restrict your gift to the Lake Country School Endowment Fund:
. . . to become principal and pure endowment in perpetuity in the Endowment Fund of Lake Country School-Montessori Learning Environments, Minneapolis, Minnesota.
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