Legacy Giving


Sample Bequest Language


Please note that gifts of this nature should be carefully considered in relation to your comprehensive financial and estate plans. We strongly recommend that you consult an attorney in the preparation of your will and to supervise its execution so as to comply with your state requirements. The following are examples for illustration only.


  • When including a bequest provision in your will, always use the full legal name and provide the federal taxpayer identification number.

  • Our full, legal name is: "Berkeley Society for the Preservation of Traditional Music."

  • Our federal taxpayer identification number is: 94-2887073.

WakefieldBequests for Unrestricted Purposes
Unrestricted gifts are to be used for the greatest need at the time to be determined by the Board. A general unrestricted bequest is especially valued by us.


- For a bequest of securities, the possible language is: "I give to Berkeley Society for the Preservation of Traditional Music all of my shares of XYZ stock or mutual fund to be used for the benefit of Freight & Salvage."


- For a bequest of cash, the possible language is: "I give to Berkeley Society for the Preservation of Traditional Music (percent) of my estate, or (percent of the rest, residue and remainder) of my estate to be used for the benefit of Freight & Salvage."


If you want to specify the exact amount of the intended gift, the possible language is: "I give to Berkeley Society for the Preservation of Traditional Music the sum of (Amount) to be used for the benefit of Freight & Salvage."


- Possible language is: "I give to Berkeley Society for the Preservation of Traditional Music (percent) of my estate, or (percent of the rest, residue and remainder) of my estate to be used for the benefit of Freight & Salvage."


Contingent Bequest
HartA contingent bequest takes effect only if the primary intention cannot be met (e.g. if the primary beneficiary does not survive the donor). This ensures that property will not be distributed to unintended beneficiaries.


- Possible language is: "If (name of primary beneficiary) does not survive me, or shall die during the administration of my estate, or as a result of a common disaster, then I give toBerkeley Society for the Preservation of Traditional Music all of the rest, residue, and remainder of my estate, to be used for the benefit of Freight & Salvage."


Bequests for Restricted Purposes
If you would like to honor a family member, a special person or provide support for a specific program or department that was meaningful to you, then you can designate your bequest specifically for that purpose. You simply use any form of the possible language included above, and replace "to be used for the benefit of [ insert purpose or intent ]" with the specific designation. Often specific guidelines govern the use of these types of funds. Therefore, we recommend that you contact us to discuss your restricted gift. We are here to help you as you plan.


If you already have a will
A codicil is a written change or amendment to a will. Click here for a printable copy of what a codicil would look like. Please remember to consult your attorney to make sure you are properly advised.


Thank you for remembering Freight & Salvage. Click here to return to Bequests.


For more information or a confidential discussion of your charitable options, please email or call the Development Director, Susan Lefkowich, at 510 644-2020 ext. 114.



Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Legacy Giving section has been developed for Freight & Salvage Coffeehouse and is owned by Future Focus. Please report any problems to section webmaster.