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A LASTING LEGACY
Including a bequest in your will or trust will support your estate plan, and through your charitable bequest you will leave a lasting mark.
WHAT IS A BEQUEST?
A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift to be made to family, friends, or a charity, such as St. Patrick Parish or Mt. St. Mary Academy.
GIFT OPTIONS:- Percentage of your estate
- Specific dollar amount
- Specific asset
- Residue of your estate
We recommend you seek counsel from your attorney or financial advisor.
As with any legal document, the proper language is essential. Check with your attorney on the following examples:
HOW DO I INCLUDE THE CHURCH IN MY WILL?"I give to St. Patrick Parish or Mt. St. Mary Academy, a California nonprofit Corporation, located in Grass Valley, CA 95945 ($_____)"
Alternate 1:"Property or assets herein described."Alternate 2:"_______ (________%) of the residue of my estate."Alternate 3:"All the residue of my estate."
"This gift shall be used for the benefit of St. Patrick Parish or Mt. St. Mary Academy for the following purpose ___________________."
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Planned Giving Brochures
