Bequest Language
1. Outright Bequest
If you are considering making an outright bequest to the Diocese of San Diego to benefit St. Gabriel, we recommend the following language:
Bequest of a Specific Dollar Amount
I hereby, give, devise and bequeath $DOLLARS to the Roman Catholic Bishop - Diocese of San Diego, a non-profit organization located at 3888 Paducah Drive, San Diego, CA, 92117, Federal Tax ID #95-1644613, for the benefit of Pastor of Saint Gabriel Catholic Parish and distributed to the endowment fund or outright for the purpose of ____________________.
Bequest of Specific Personal Property
I hereby, give, devise and bequeath DESCRIPTION OF PROPERTY to Roman Catholic Bishop - Diocese of San Diego, a non-profit organization located at 3888 Paducah Drive, San Diego, CA, 92117, Federal Tax ID #95-1644613, for the benefit of Pastor of Saint Gabriel Catholic Parish and distributed to the endowment fund or outright for the purpose of ____________________.
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 the Roman Catholic Bishop - Diocese of San Diego, a non-profit organization located at 3888 Paducah Drive, San Diego, CA, 92117, 92840 Federal Tax ID #95-1644613, for the benefit of Pastor of Saint Gabriel Catholic Parish and distributed to the endowment fund or outright for the purpose of ____________________.
Bequest of Percentage of an Estate
I hereby, give, devise and bequeath PERCENTAGE OF YOUR ESTATE to the Roman Catholic Bishop - Diocese of San Diego, a non-profit organization located at 3888 Paducah Drive, San Diego, CA, 92117, Federal Tax ID #95-1644613, for the benefit of Pastor of Saint Gabriel Catholic Parish and distributed to the endowment fund or outright for the purpose of ____________________.
Residual Bequest
I direct that the remainder of my estate, whether real property, personal or mixed and wheresoever situated, be distributed to the Roman Catholic Bishop - Diocese of San Diego, a non-profit organization located at 3888 Paducah Drive, San Diego, CA, 92117, Federal Tax ID #95-1644613, for the benefit of Pastor of Saint Gabriel Catholic Parish and distributed to the endowment fund or outright for the purpose of ____________________. My Executor shall, at the request of Age Well Senior Services, liquidate and sell any real estate or tangible personal property which is part of the residue of my estate before making distribution.
2. Other helpful language for any bequest:
I instruct that all charitable gifts, bequests and devises should be made, to the extent possible, from assets that constitute income in respect of a decedent, as that term is defined in the Internal Revenue Code.
3. Document a Bequest:
If you are considering a bequest but would like to ensure that your bequest will be used only for a specific purpose, please let us know. We recommend completing a Bequest Intention/Gift Agreement form to document your wishes on where the funds will be distributed and for the purpose intended. The Diocese of San Diego and Saint Gabriel will keep these forms secure and in confidence to be viewed at the time a bequest is received.
The Diocese and St. Gabriel would be happy to work with you and your attorney to help you identify ways to give that will ensure your charitable objectives can be met. We will also work with you and your attorney to craft language to accomplish your objectives.