Estate Planning

Leaving a Legacy



1. GIFTS UNDER A WILL

The following language is an example of wording that may be used to name Pilgrim Heights as a beneficiary of your last will and testament.  Your gift may be of a specific dollar amount or it may also be of a percentage of your estate.

a.       GENERAL TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT:  I hereby give and bequeath _______________________ Dollars ($__________________) to Our Sacred Space, Inc., located at 3005 E Ave, Montour, Iowa 50173, or its successors-in-interest, to be used for general purposes. 

b.       GENERAL TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE:  I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to Our Sacred Space, Inc., 3005 E Ave, Montour, Iowa 50173, or its successors-in-interest, to be used for general purposes.  

2. GIFTS FROM A TRUST

The following language is an example of wording that may be used in the event Our Sacred Space, Inc. is named as a contingent beneficiary of a trust estate.  Please keep in mind that such gifts may be of either a specific dollar amount or a percentage of the trust estate. 

[Insert contingency (e.g., Upon the death of my spouse)], the Trustee shall distribute ________________ Dollars ($__________________) to Our Sacred Space, Inc., located at 3005 E Ave, Montour, Iowa 50173, or its successors-in-interest, free and clear of trust, to be used for general purposes. 

3. CONTRACTUAL

Our Sacred Space, Inc. may be named as the beneficiary of an asset that passes outside the terms of a will or a trust (e.g., life insurance, IRA, 401(k)).  In order to clarify the intention of the donor, the contractual instrument governing the asset should set forth the following as the official recipient of the gift: Our Sacred Space, Inc., 3005 E Ave, Montour, Iowa 50173, or its successors-in-interest. 

4.  GENERAL INFORMATION

Below please find some general information that may be beneficial to you in finalizing your estate plan.

Legal Name:    

Our Sacred Space, Inc. d/b/a Pilgrim Heights Camp & Retreat Center.

EIN #:

26-1412496

Incorporation Details:

 501(c)(3) organization, classified as a public charity, exempt from federal income tax

 Iowa nonprofit corporation

Mailing Address:

Our Sacred Space, Inc.

3005 E Ave

Montour, IA 50173