Specific Bequest

I hereby give and bequeath to the Montecito Retirement Association dba Casa Dorinda in the sum of $________ [or specific property]* to be used for its general purposes.

Percentage Bequest

I give and bequeath the Montecito Retirement Association, dba Casa Dorinda, ______% of my net distributable estate to be used for its general purposes.

Residuary Bequest

I give and bequeath to the Montecito Retirement Association dba Casa Dorinda the rest, residue and remainder of my estate to be used for its general purposes.

Contingent Bequest

In the event that any of the above named beneficiaries shall not survive me, or shall die during the administration of my estate, within ninety (90) days from the date of my death, or as a result of a common disaster, then I give and bequeath that beneficiary's share of my estate to the Montecito Retirement Association dba Casa Dorinda, to be used for its general purposes.

To maximize tax savings, consider a "bequest" by beneficiary arrangement of savings bonds, individual retirement accounts or other tax-deferred retirement funds that produce "Income in Respect of a Decedent." These assets can be fully income taxable if left to heirs, and are excellent assets to consider for charitable bequests.