What Bequest Language Should My Clients Use?

Making a bequest in a will or revocable living trust to the Catholic Community Foundation is a simple way to donate, and it can also help to reduce inheritance taxes. Some highly taxable assets, such as retirement plans, often make sense to donate to charity while leaving other assets to loved ones. Any percentage, part, or component of estate or trust assets can be left to the Catholic Community Foundation.

Bequests May Be Expressed in These Words:

I hereby give, devise, and bequeath the sum of $__________ (or _____ percentage of….. or residual of my estate) to the Catholic Community Foundation of the Archdiocese of New Orleans, or its successor organization, located at 1000 Howard Ave., Suite 800, New Orleans, LA 70113, Federal Tax ID #72-0840256, for its general purposes (unrestricted) 

OR

for the benefit of a specific named parish, school, ministry, or other organization (restricted).