Sample Bequest Language

Include Satchidananda Ashram–Yogaville

in Your Will

SAMPLE LANGUAGE FOR INCLUDING THE SATCHIDANANDA ASHRAM–YOGAVILLE IN YOUR:

1. WILL

“I leave the sum of $_______  [or ______ %]  of the rest, residue and remainder of my estate, whether real or personal, and wherever located, to the Satchidananda Ashram–Yogaville, 108 Yogaville Way, Buckingham, Virginia, 23921, Tax ID #: 271475200

2. TRUST

“I leave the sum of $_______  [or ______ % of my estate],  whether real or personal, and wherever located, to the Satchidananda Ashram–Yogaville, 108 Yogaville Way, Buckingham, Virginia, 23921, Tax ID#: 271475200

3. Naming Benenficiaries on Your Accounts:

IRAs, Life Insurance Policy, Brokerage Accounts, Checking and Savings Accounts

Along with family and loved ones, you may also include the Satchidananda Ashram–Yogaville on the Beneficiary Form for your IRA, Life Insurance policy, or Brokerage accounts by contacting the company that administers them. For Checking and Savings accounts, contact your bank or other company that administers your accounts.

Please use the following information when naming Satchidananda Ashram–Yogaville:

Yogaville Legacy Giving

Satchidananda Ashram–Yogaville

108 Yogaville Way,

Buckingham, VA, 23921

Tax ID#: 271475200

APPRECIATED ASSETS – A note about them

If you are thinking about selling an Appreciated Asset, which is an asset or item you have bought at a lower price that has increased in value (such as stocks, bonds, real estate, etc.), then you might want to think about a donation to the Satchidananda Ashram–Yogaville.  Donations of Appreciated Assets to Satchidananda Ashram­—Yogaville can avoid Capital Gains taxes and make it possible to give a donation larger than you thought was possible.

Your Will and What It Represents

For many people the most practical and satisfying way to provide for the future of Yogaville is by making a gift from your will, trust, IRA, Life Insurance, or other planning to the Satchidananda Ashram—Yogaville.

A planned gift such as this allows you to retain full control of your assets, while providing the satisfaction of knowing that Yogaville will eventually benefit from your generosity.

Have you already included Satchidananda Ashram—Yogaville in your will or other estate planning?

We would be grateful to know about your gift. This will assist us greatly in our planning.

Questions?

Please contact us