Sample Will Clauses

As the following examples show, bequests to United Way of Prince Edward Island need not be complex and can take various forms to meet your wishes. They are intended for discussion purposes only, and should not be interpreted as legal advice. When making or revising a Will, we recommended that you obtain the assistance of your legal advisor.

Bequest for Unrestricted Purposes

This is the most flexible type of bequest, granting United Way full discretion tin the use of the gift.

Examples:

  1. A SPECIFIC BEQUEST gives a predetermined cash amount or item of property.
    • “I give to United Way of Prince Edward Island the sum of $_____ (or named property) to be used for the general purposes of United Way, as the Board of Directors shall determine.”

  2. A RESIDUAL BEQUEST gives all or a portion of whatever remains after payment of debts, taxes and other bequests.
    • “I give to United Way of Prince Edward Island _______ percent of the residue of my estate to be used for the general purposes of United Way, as the Board of Directors shall determine.”

  3. A CONTINGENT BEQUEST takes effect only if the primary purposes cannot be achieved, for example, if the primary beneficiary does not survive you.
    • “If (name of primary beneficiary) does not survive me for 30 days, then I give to United Way of Prince Edward Island (a cash amount, named property, percentage of the residue) to be used for the general purposes of United Way, as the Board of Directors shall determine. “

    Bequest for Restricted Purposes

    Any of the above forms of bequest can also be used in making a restricted use bequest, simply describe the particular purpose. For example: 

    “I give to United Way of Prince Edward Island the sum of $______ (or named property) to be used for (e.g. a United Way programs supporting youth).”

    OR

    “I give to United Way of Prince Edward Island ________percent of the residue of my estate to be used for (e.g. a United Way programs supporting youth).”

    It is preferable to use language that allows the United Way of PEI to use the gift for a different purpose if circumstances change, for example:

    “In the event that, in the opinion of the Board of Directors of the United Way of Prince Edward Island, it should become impossible, inadvisable or impractical to apply this bequest for its stated purposes, the bequest may be used for other purposes which conform as much as possible with the spirit and intent of the bequest.”

    "The United Way was kind enough to help the Native Council of PEI create my position, there's kind of been a lapse between the younger generation and the elders in the community, so the programming is to enrich everyone's life and to understand their cultural piece and past tradition."

    - Christina, Native Council of PEI

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    Behind every changed life is someone like you who made it happen. All donations to the United Way of PEI stay on PEI to help Islanders.

    Contact

    Charitable Registration No. BN119278356 RR 0001

    For all general inquiries, please contact:
    United Way of Prince Edward Island
    180 Kent Street, 2nd Floor
    PO Box 247
    Charlottetown, PEI
    C1A 7K4

    Toll Free: 1-877-902-4438
    Phone: 902-894-8202
    Fax: 902-894-9643

    Office Hours: Monday - Friday, 8:00AM - 4:00PM

    Donor Privacy Policy

    The United Way of PEI is committed to protecting the privacy of our donors, volunteers, employees and other stakeholders. We value your trust, and we recognize that maintaining this trust requires us to be transparent and accountable in safeguarding the confidentiality of the personal information that you choose to share with us.

    The United Way of PEI embraces the principles of the Personal Information Protection Act to ensure that all personal information is properly collected, used only for the purposes for which it is collected, and is disposed of in a safe and timely manner when no longer...

    Complete policy information