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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.

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Send comments on this Web Site to Web Weaver. This page was updated: February 6, 2007 21:20

 

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