Bequests Made Easy

A bequest, the most common form of planned gift, is a gift of assets (money and/or other property) that is made through a Will, Living Trust or other testamentary arrangement. No funds are transferred to the designated charity until after the death of the donor. The value of a bequest is generally exempt from the taxable estate of the donor.

Sample Bequest Language

The following is suggested bequest language attorneys may use in preparation of a Will benefiting the Catholic Community Foundation:

I/we the undersigned, give (a percent or a dollar amount) of my/our estate to:

Catholic Community Foundation of Minnesota
Court West Suite 500
2610 University Avenue West
Saint Paul, MN 55114
Phone: 651-389-0300
Tax I.D. #41-1744184

Language similar to the following also may be added:

This bequest is to be used to create a new permanent endowment to benefit (Insert name of your parish, school or other Catholic organizations or causes).

Or, if the donor wishes to leave a bequest to be added to any existing permanent endowment at CCF, please contact us at 651.389.0300.