How to Give

Bequests in a Will

Including The Adopt-A-Student Foundation (AASF) in Your Will

Make The Adopt-A-Student Foundation or Cathedral High School a part of your personal legacy with a charitable gift from your estate.

Gifts from Wills and Trusts:

When making a charitable gift to a nonprofit organization, it is vital that the charity's legal name, address and other identifying details be used. To name The Adopt-A-Student Foundation in your will or trust, please use the following suggested language:

Specific Bequest Language
You can name The Adopt-A-Student Foundation as a beneficiary of a specific amount from your estate:

I give and devise to The Adopt-A-Student Foundation, Boston, MA,  (EIN 04-6665080) the sum of $ ________________________ (or ____ shares of __________________ stock) to be used for its general support (or for the support of a specific program).

Residual Bequest Language
A residual bequest can be made by leaving the residual amount of your estate to the AASF after all of your expenses and any other specific bequests are paid:

I give and devise to The Adopt-A-Student Foundation, Boston, MA,  (EIN 04-6665080) 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).

Contingent Bequest Language
The AASF 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 individual heir's name) is not living at the time of my demise, I give and devise The Adopt-A-Student Foundation, Boston, MA,  (EIN 04-6665080) the sum of $ (or "all" or " ___________ percentage of the residue of my estate") to be used for its general support (or for the support of a specific fund or program).

Questions? Contact Me.

Dan Carmody, President

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© Planned Giving Marketing. This document is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.