Sample Gift Language for your Will or Revocable Living Trust

A gift to Lindner Center of HOPE in your will or revocable trust enables you to support our mission and make a difference in the lives of future generations. A bequest:

  • is easy to arrange.
  • will not alter your current lifestyle in any way.
  • can be easily modified to address your changing needs.

Residual Gift Language

A residual bequest comes to us after your estate expenses and specific bequests are paid:

I give and devise to Lindner Center of HOPE (Tax ID #13-4343743), located in Mason, OH, all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).

Specific Gift Language

Naming Lindner Center of HOPE as a beneficiary of a specific amount from your estate is easy:

I give and devise to Lindner Center of HOPE (Tax ID #13-4343743), located in Mason, OH, the sum of $___________ (or asset) to be used for its general support (or for the support of a specific fund or program).

Contingent Gift Language

Lindner Center of HOPE or its affiliates can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

If (insert name) is not living at the time of my demise, I give and devise to Lindner Center of HOPE (Tax ID #13-4343743), located in Mason, OH, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program).

Retirement Plan Beneficiary Language

You may name Lindner Center of HOPE (Tax ID #13-4343743) as a beneficiary of your IRA or other qualified retirement benefits. Donors should consult with their tax advisor regarding the tax benefits of such gifts.

Naming Lindner Center of HOPE as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming Lindner Center of HOPE as a beneficiary of a retirement plan, the donor maintains complete control over the asset while living, but at the donor's death the plan passes to support Lindner Center of HOPE free of both estate and income taxes.

Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change-of-beneficiary form from your plan administrator. When you have finished, please return the form to your plan administrator and notify Lindner Center of HOPE. We can also assist you with the proper language for your beneficiary designation to Lindner Center of HOPE.

Customized Language

If you or your attorney would like Lindner Center of HOPE to provide you with customized beneficiary language that is specific to your goal and interest, please contact us.

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Next: Will Planning Wizard

Please contact us so that we can assist you through every step of the process.

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Thank you for your decision to make a gift to Lindner Center of HOPE.

By clicking above you can access our online giving site.

If you wish to make a credit card payment by phone, please call the Development Office at:

513-536-0317.

Or, if you prefer to make a gift by mail, please send your check to:
Lindner Center of HOPE
Development Office
4075 Old Western Row Road
Mason, OH 45040


To view our 2010 Annual Report, click here.


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