Sample Language for Your Will or Trust
When you update your will or trust, you will need to share this information with your attorney:
Address: 150 South Wacker Drive, Suite 2000, Chicago, IL 60606
Federal Tax ID number: 36-6000520
The following language may help you and your attorney when drawing up a will or trust that meets your needs.
Residuary bequest:
Specific Bequest:
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If you are interested in supporting a specific program or area of our mission, it is best to discuss your plans with our Planned Giving team before completing your will or trust, to confirm your wishes can be met by Catholic Extension.
For More Information
We can work with you to tailor your contribution to support the areas of our mission most important to you. To learn more about how your gift can make a difference, contact Frances S. Caan, Manager of Planned Giving, at (800) 842-7804 or fcaan@catholicextension.org.
Please consult an attorney, financial advisor or other professional for assistance with creating your estate plan.