Bequest to Cozy Cat
Cozy Cat Cottage Bequest Information
Our legal name: Cozy Cat Cottage Adoption Center
Our office address: 62 Village Pointe Drive, Powell, Ohio 43065
Our IRS tax identification number: 31-1622554
(We are a 501(c)(3) tax-exempt charitable organization)
Example Forms of Bequests
This language is for the illustration of various forms of bequests only. Always consult your professional advisor when making or revising your Will.
Bequest of Residue:
“Residue” is a term to describe the portion of your estate that remains after all debts, expenses, and specific bequests to others have first been satisfied.
I leave all (or _____ %) of the rest, residue, and remainder of my estate, whether real or personal, and wherever located, to Cozy Cat Cottage Adoption Center of Powell, Ohio for its general purposes.
I leave the sum of ($________) to Cozy Cat Cottage Adoption Center of Powell, Ohio for its general purposes.
Gifts of Life Insurance, IRAs or other Retirement Plans, and Financial Accounts:
A Will typically does not dispose of assets such as life insurance, retirement plans, and financial accounts which usually pass by “beneficiary designation”. A beneficiary designation is a contract between you and your insurance company, retirement plan or financial administrator to transfer the asset at your death to the person(s) or institution(s) you have designated. To designate Cozy Cat Cottage Adoption Center as a recipient of an asset with a designated beneficiary, you should contact your insurance company, plan administrator or financial advisor and request a “change of beneficiary” form. Should your circumstances change at any time; these designations can easily be changed.