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Giving Toolkit

Sample Language for Your Will or Trust

A Few Simple Words Can Create Your Legacy

The following language may help you and your attorney when drawing up a bequest that meets your needs.

Residuary bequest:

“I give to The Catholic Church Extension Society of the United States of America, (Tax ID #36-6000520), a nonprofit organization currently located in Chicago, IL, or its successor thereto, [all or ______ %] of the residue and remainder of my estate, both real and personal, to be used for its general support and charitable purpose without restriction.”

 

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Specific Bequest:

“I give to The Catholic Church Extension Society of the United States of America, (Tax ID #36-6000520), a nonprofit organization currently located in Chicago, IL, or its successor thereto, [the sum of $ ______] [or ______ % of my estate] to be used for its general support and charitable purpose without restriction.”
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*If you are interested in supporting a specific project or program, it is best to discuss your plans with our planned giving professionals before completing your bequest language to confirm your wishes can be met by Catholic Extension Society.

Please note: The policies of Catholic Extension Society do not allow Catholic Extension Society or its representatives to serve as personal representative, executor, trustee or witness for a will or trust.

Useful Legal Information

Legal name: The Catholic Church Extension Society of the United States of America
Address: 150 South Wacker Drive, Suite 2000, Chicago, IL 60606
Federal Tax ID number: 36-6000520

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Fran Caan
Manager of Planned Giving
Phone: (800) 842-7804
Email: plannedgiving@catholicextension.org

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