You can name Catholic Charities as a beneficiary in your will quickly and easily. This gift will last far more than your lifetime. It will make a lasting impact for future generations of foster children and families, veterans, the homeless, children in early education, victims of domestic violence and more!
In addition, you can receive an estate tax charitable deduction, which will reduce the tax burden on your family.
Talk with your attorney about including language in your will or trust specifying the type and amount of gift to be made to Catholic Charities, or, name Catholic Charities as a beneficiary of your investments (IRAs, 401Ks, 403Bs, or pension plans) or life insurance policies.
Below is sample bequest language for the different types of bequests to get you started in naming Catholic Charities in your will. Please feel free to This email address is being protected from spambots. You need JavaScript enabled to view it.:
- Specific Bequest – If you are considering making an outright bequest to Catholic Charities Community Services, we recommend the following language:
Bequest of a Specific Dollar Amount
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Catholic Charities, a nonprofit organization located at 4747 N. 7th Ave., Phoenix, AZ 85013, Federal Tax ID #86-0223999, for Catholic Charites’ general use and purpose.
Bequest of Specific Personal Property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Catholic Charities, a nonprofit organization located at 4747 N. 7th Ave., Phoenix, AZ 85013, Federal Tax ID #86-0223999, for Catholic Charities’ general use and purpose.
Bequest of Specific Real Estate
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Catholic Charities, a nonprofit organization located at 4747 N. 7th Ave., Phoenix, AZ 85013, Federal Tax ID #86-0223999, for Catholic Charities’ general use and purpose. - Percentage Bequest – If you would like to leave a percentage of your estate to Catholic Charities, we recommend the following language:
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Catholic Charities, a nonprofit organization located at 4747 N. 7th Ave., Phoenix, AZ 85013, Federal Tax ID #86-0223999, for Catholic Charities’ general use and purpose. - Residual Bequest – If you would like to leave what remains of your estate to Catholic Charities, we recommend the following language:
I hereby give, devise and bequeath to Catholic Charities, a nonprofit organization located at 4747 N. 7th Ave., Phoenix, AZ 85013, Federal Tax ID #86-0223999, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Catholic Charities’ general use and purpose. - Contingent Bequest – Should your primary beneficiary not survive, you can also name Catholic Charities as a contingent beneficiary using the following suggested language.
If PRIMARY BENEFICIARY does not survive me, then I hereby give, devise and bequeath to Catholic Charities, a nonprofit organization located at 4747 N. 7th Ave., Phoenix, AZ 85013, Federal Tax ID #86-0223999, DESCRIPTION OF PROPERTY to be used for Catholic Charities’ general use and purpose.
If you would like to ensure your bequest is used for a specific program, service or purpose, please contact us so we can help you meet your objectives.
