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Planned
Giving
Sample
Bequest Language
Please
note
that gifts of this nature should be carefully considered
in relation to your comprehensive financial and estate plans.
We strongly recommend that you consult an attorney in the
preparation of your will and to supervise its execution
so as to comply with your state requirements. The following
are meant to be examples for illustration only. When
including a bequest provision in your will, always use the
full legal name of the charity to whom you are leaving a
bequest.
- Our
full, legal name is: "the Sisters of Notre Dame de
Namur, Ohio Province, of Cincinnati, Ohio."
- A
specific dollar amount can be stated. The type of
wording is as follows: I give, devise and bequeath
to the Sisters of Notre Dame de Namur, Ohio Province,
of Cincinnati, Ohio, $
.
- An
alternative is to leave us a percentage of your estate:
I give, devise and bequeath to the Sisters of Notre
Dame de Namur, Ohio Province, of Cincinnati, Ohio,
% of my estate.
- Another
option is to provide for your family first and still leave
something for us by leaving us the residue of your estate.
The residue is simply whatever is left of your assets
after your other beneficiaries have received their bequests.
The language reads: All of the residue of my estate,
including real and personal property, I give, devise and
bequeath to the Sisters of Notre Dame de Namur, Ohio Province,
of Cincinnati, Ohio.
- If
your will is already in place, a codicil (a
written change or amendment to a will) may be added
by consulting your attorney. Click
here for a printable copy of what a codicil would
look like. But, please remember to consult your attorney
to make sure you are properly advised.
A
printable donor card is available
for your convenience.
For
more information on how to give, please contact Karen Hadden,
Senior Development Officer, 701 E. Columbia Avenue, Cincinnati
OH 45215-3999. The phone number is 513-761-7636, ext 8106
or e-mail khadden@ohsnd.org.
If
you already have a will
A
codicil is a written change or amendment to a will. Click
here for a printable copy of what a codicil would look
like. Please remember to consult your attorney to make sure
you are properly advised.
Return
to Ways to Give or to Wills
and Bequests
Please
note, individual financial circumstances will vary. The
information on this site does not constitute legal or tax
advice. 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 Planned Giving section has
been developed for Sisters of Notre Dame de Namur, Ohio
Province by Future
Focus. Please report any problems to section
webmaster. Revised: February 6, 2007 21:20.
©1999-2006,
Sisters of Notre Dame de Namur, Ohio Province 701 East Columbia
Avenue, Cincinnati, OH 45215-3999 513-761-7636 | 513-761-6159
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Weaver. This page was updated: February 6, 2007 21:20
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