Bequests to the Diocese
How does one make a bequest or planned gift to the Diocese of San Diego?
Most planned gifts are made as bequests through one’s will or estate plan. In fact, almost 80% of all planned gifts are bequests. You may not need to rewrite your will in order to include a bequest to your church or the diocese, as a codicil will suffice. Your attorney will advise you on the best way to handle a bequest.
Official Bequest Language
Our Legal name is: The Episcopal Diocese of San Diego, 2083 Sunset Cliffs Blvd., San Diego, CA 92107
Our Tax ID is: #95-2861286.
Sample Bequest Wording
Sample #1: Percentage Bequest
“I give, devise and bequeath to The Episcopal Diocese of San Diego (tax identification number 95-2861286), a charitable corporation organized under California law in 1973, now maintaining its headquarters at 2083 Sunset Cliffs Blvd., San Diego, CA 92107, _______% of the rest and residue of my estate.”
Sample #2: Residuary Bequest
“I give, devise and bequeath to The Episcopal Diocese of San Diego (tax identification number 95-2861286), a charitable corporation organized under California law in 1973, now maintaining its headquarters at 2083 Sunset Cliffs Blvd., San Diego, CA 92107, the rest and residue of my estate.”
Sample #3: Bequest for a Specific Amount
“I give and bequeath to The Episcopal Diocese of San Diego (tax identification number 95-2861286), a charitable corporation organized under California law in 1973, now maintaining its headquarters at 2083 Sunset Cliffs Blvd., San Diego, CA 92107, the sum of $________________ .”
Sample Bequest #4 Contingent Bequest
“In the event that (name or names; i.e., spouse, children, sibling, heirs) shall not survive me, or shall die during the administration of my estate, within ____ days from the date of my death, or as a result of a common disaster, then I give, devise and bequeath those beneficiaries’ shares of my estate to The Episcopal Diocese of San Diego (tax identification number 95-2861286), a charitable corporation organized under California law in 1973, now maintaining its headquarters at 2083 Sunset Cliffs Blvd., San Diego, CA 92107.”
For further information please contact Julie Young, jyoung@edsd.org, 619-481-5453.
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Category: #Stewardship
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