Sample Bequest Language

BEQUEST TO CATHOLIC FOUNDATION
I give, devise and bequeath unto The Catholic Foundation for the Diocese of Green Bay, Inc., a Catholic religious corporation with offices at 1825 Riverside Dr., P.O. Box 22128, Green Bay, Wisconsin 54305-2128 (insert the subject matter of the devise or bequest), and I request that the same be used for the benefit of (insert appropriate Catholic Foundation fund). If for any reason it becomes impractical or impossible to carry out the purposes set forth in this will, the assets shall be transferred to the Catholic Diocese of Green Bay according to the norms of the Canon Law of the Roman Catholic Church. The Catholic Foundation Federal Identification Number is 39-1924921.


BEQUEST TO SCHOOLS/TUITION OF GREEN BAY

I give, devise and bequeath unto the Catholic Foundation for the Diocese of Green Bay, a Catholic religious corporation with offices at 1825 Riverside Dr., P.O. Box 22128, Green Bay, Wisconsin 54305-2128 (insert the subject matter of the devise or bequest), and I request that the same be used for the benefit of (tuition assistance for needy children attending Catholic Elementary and/or Catholic Secondary schools within the Diocese). (The following to be added only if a specific program named.) If for any reason it becomes impractical or impossible to carry out the purposes set forth by this bequest, the assets shall be transferred to the Catholic Foundation Total Catholic Education Fund to be used for the needs of the Catholic schools/children. Catholic Foundation Federal Identification Number is 39-1924921.

BEQUEST TO PARISH
I give, devise and bequeath unto the Catholic Foundation for the Diocese of Green Bay, a Catholic religious corporation with offices at 1825 Riverside Dr., P.O. Box 22128, Green Bay, Wisconsin 54305-2128 (insert the subject matter of the devise or bequest), and I request that the same be used for the benefit of (parish name) for its general use and benefit. If for any reason, (parish name) is no longer in operation; the secondary beneficiary is whichever parish/school is responsible for the geographic boundaries formerly covered by (parish name). If for any reason said parish merges with another parish, the bequest will be transferred to the parish that governs the area of the original bequest. If it becomes impractical or impossible to carry out the purposes set forth by this bequest, the assets shall be transferred to the Catholic Foundation (fund name) Fund to be used for (restate purpose of this bequest).
Catholic Foundation Federal Identification Number is 39-1924921.

The above information is intended for educational purposes only. For specific and authoritative applications, contact your professional advisor.