Legacy 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 examples for illustration only.

  • When including a bequest provision in your will, always use the full legal name and provide the federal taxpayer identification number.

  • Our overall entity legal name is: "St. Vincent de Paul Parish."

  • The Parish federal taxpayer identification number is: 94-1156762.

Separate Information For The Schools
For those who may want to designate one of the schools, their information is:
St. Vincent de Paul Elementary School (legal name) Tax ID is 94-1705378
St. Vincent de Paul High School (legal name) Tax ID is 94-2284011

Bequests for Unrestricted Purposes
Unrestricted gifts are to be used for the greatest need at the time to be determined by the Board. A general unrestricted bequest is especially valued by us.

- For a bequest of securities, the possible language is: "I give to St. Vincent de Paul Parish all of my shares of XYZ stock or mutual fund to be used for the benefit of St. Vincent de Paul Parish."

- For a bequest of cash, the possible language is: "I give to St. Vincent de Paul Parish (percent) of my estate, or (percent of the rest, residue and remainder) of my estate to be used for the benefit of St. Vincent de Paul Parish."

If you want to specify the exact amount of the intended gift, the possible language is: "I give to St. Vincent de Paul Parish the sum of (Amount) to be used for the benefit of St. Vincent de Paul Parish."

- Possible language is: "I give to St. Vincent de Paul Parish (percent) of my estate, or (percent of the rest, residue and remainder) of my estate to be used for the benefit of St. Vincent de Paul Parish."

Contingent Bequest
A contingent bequest takes effect only if the primary intention cannot be met (e.g. if the primary beneficiary does not survive the donor). This ensures that property will not be distributed to unintended beneficiaries.

- Possible language is: "If (name of primary beneficiary) does not survive me, or shall die during the administration of my estate, or as a result of a common disaster, then I give to St. Vincent de Paul Parish all of the rest, residue, and remainder of my estate, to be used for the benefit of St. Vincent de Paul Parish."

Bequests for Restricted Purposes
If you would like to honor a family member, a special person or provide support for a specific program or department that was meaningful to you, then you can designate your bequest specifically for that purpose. You simply use any form of the possible language included above, and replace "to be used for the benefit of [ insert purpose or intent ]" with the specific designation. Often specific guidelines govern the use of these types of funds. Therefore, we recommend that you contact us to discuss your restricted gift. We are here to help you as you plan.

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.

Thank you for remembering St. Vincent de Paul Parish. Return to Bequests.

For more information or a confidential discussion of your charitable options, please email or call the Planned Giving Consultant, Joanne Ferris, at (707) 762-4278 ext. 21.

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 St. Vincent de Paul Parish and Ministries by Future Focus. Please report any problems to section webmaster.