The official legal bequest language for Lakeside School is: "I, [name], hereby give, devise and bequeath to Lakeside School, Federal Tax ID Number 91-0564971, an educational nonprofit 501(c)(3) corporation located at 14050 1st Avenue NE in Seattle, Washington, 98125-3099 for its unrestricted educational purposes...[xx] percent of my taxable estate...or the sum of [$xx.00]...or all the rest, residue and remainder of my estate after specified obligations, taxes and expenses have been paid."
If you wish to discuss a specific purpose for your bequest, please contact Carol Borgmann, CFRE, CSPG, Lakeside's director of major and planned giving at 206-440-2931 or firstname.lastname@example.org.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.