The following is an example of a codicil to an existing living trust or will
that enables you to include a charitable bequest. Please Note - this is an example only. Please consult with
This is a codicil to my living trust or will dated _____________________.
I give and bequeath the sum of $_____________
[or] the following described property
[or] ______% of my estate
[or] the residue of my estate
to Saint Joseph's College. In all other respects I confirm
my said living trust or will.
Witnessed By: __________________________
Options for specifying the purpose of the gift:
Where the need is greatest:
Designated for (fund, program, equipment, building, etc.)
Return to Legacy Giving home page or to Bequests.
For more information or a confidential discussion of your charitable options, please email or call the Vice President and Chief Advancement Officer, Joanne Bean, at 207-893-7891.
Please note, individual financial circumstances
will vary. The information on this site does not constitute legal or tax advice, either in whole or in part. Donor stories and photographs are for purposes of illustration
only. As with all tax and estate planning, please consult your attorney
or estate specialist. All material is copyrighted and is for viewing purposes
only. Use of this site signifies your agreement with the terms
of use. The content in this Legacy Giving section has been developed
for Saint Joseph's College by Future
Focus. Please report any problems to section webmaster.