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These are sample clauses only. Your lawyer or estate planner should review any wording.

Specific, unrestricted:

I give, devise and bequeath to the Winnipeg Symphony Orchestra the sum of $_______________ to be used for any purpose(s) approved by the Winnipeg Symphony Orchestra.

Specific, restricted with escape clause:

I give, devise and bequeath to the Winnipeg Symphony Orchestra the sum of $____________ to be used for the following purpose(s) ___________________________________________.   If the Winnipeg Symphony Orchestra is unable to apply all or part of these funds for the specific purpose(s) stated herein, the balance of this bequest not so extended may be used for any purpose approved by the Winnipeg Symphony Orchestra.

General % unrestricted:

I give, devise and bequeath to the Winnipeg Symphony Orchestra ____% of the residue of my estate to be used for any purpose(s) approved by the Winnipeg Symphony Orchestra.

General %, restricted with escape clause:

I give, devise and bequeath to the Winnipeg Symphony Orchestra ____% of my estate to be used for the following purpose(s) ___________________________.  If the Winnipeg Symphony Orchestra is unable to apply all or part of these funds for the specific purpose(s) stated herein, the balance of this bequest not so extended may be used for any purpose(s) approved by the Winnipeg Symphony Orchestra.

Residual contingent trust:

Upon the death of the survivor of my (wife, husband, etc.) ________________________ and my (son, daughter, etc.) _________________________, I direct my trustee to transfer and deliver the balance of the residue of my Estate, including any undistributed income to the Winnipeg Symphony Orchestra to be used for any purpose(s) approved by Winnipeg Symphony Orchestra.

Please Seek Expert Advice: The WSO strongly recommends that you seek professional advice to ensure your financial goals are considered, your tax situation reviewed, and that your legacy gift is tailored to your circumstances. The WSO recommends that you consult your lawyer or estate planner regarding the specific wording of any gift in a will.

For further information, please call Beth Proven at (204) 949-3989 or email bproven@wso.mb.ca.