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Sample Language for Your Will or Trust

Sample Language for Your Will or Trust

When you update your will or trust, you will need to share this information with your attorney:

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

 

The following language may help you and your attorney when drawing up a will or trust 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.”

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 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 Melissa Babcock, Director of Planned Giving, at (312) 795-6043 or mbabcock@catholicextension.org.

Please consult an attorney, financial advisor or other professional for assistance with creating your estate plan.