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Sample Gift Language for your Will or Revocable Living Trust

A gift to the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry, in your will or revocable trust enables you to support the Catholic cause in your heart and makes a difference in the lives of future generations. A bequest:

  • is easy to arrange.
  • will not alter your current lifestyle in any way.
  • can be easily modified to address your changing needs.

Residual Gift Language

A residual bequest comes to us after your estate expenses and specific bequests are paid:

I give, bequeath and devise to the Roman Catholic Foundation of Eastern Missouri, benefiting your favorite parish, school, or ministry, all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).

Specific Gift Language

Naming the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry, as a beneficiary of a specific amount from your estate is easy:

I give, bequeath and devise to the Roman Catholic Foundation of Eastern Missouri, benefiting your favorite parish, school, or ministry, the sum of $___________ (or asset) to be used for its general support (or for the support of a specific fund or program).

Contingent Gift Language

the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry, can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

If (insert name) is not living at the time of my demise, I give, bequeath and devise to the Roman Catholic Foundation, located in St. Louis, Missouri, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of [insert name of favorite parish, school, or ministry]).

Retirement Plan Beneficiary Language

You may name the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry, as a beneficiary of your IRA or other qualified retirement benefits. Donors should consult with their tax advisor regarding the tax benefits of such gifts.

Naming the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry, as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry, as a beneficiary of a retirement plan, the donor maintains complete control over the asset while living, but at the donor’s death the plan passes to the Roman Catholic Foundation to support your favorite parish, school, or ministry, free of both estate and income taxes.

Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change-of-beneficiary form from your plan administrator. When you have finished, please return the form to your plan administrator and notify the Roman Catholic Foundation. We can also assist you with the proper language for your beneficiary designation to the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry.

Customized Language

If you or your attorney would like the Roman Catholic Foundation to provide you with customized beneficiary language that is specific to your goal and interest, please contact us.

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Next: Will Planning Wizard

Please contact us so that we can assist you through every step of the process.

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