X
Live    Worship    Grow    Heal

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.


by
Category: #Stewardship

Respond to this:

Your email address will not be published. Required fields are marked *

Recent Stories

Statement on Gun Violence
January 24, 2023

Dear Friends in Christ,  Today, we woke up to news of the third mass shooting in California in 2023. On January 16, a shooting in the Central Valley killed six people, including a teenage mother and her baby, in violence that authorities linked to gangs. On January 21, the Lunar New Year, a shooting at […]

A Case for Love

In May of 2021, we began filming. Our crew traveled across the US, on and off, for six months. We traveled to big cities and small farms, to liberal and conservative strongholds, to wealthy and desperately poor locales. We interviewed and filmed hundreds of people from all walks of life: business people, tourists, wealthy beachgoers, […]

Eight Tips to Enjoy a Book Study
January 17, 2023

This year, as part of the Year of Service, EDSD is studying one book: The New Parish: How Neighborhood Churches are Transforming Mission, Discipleship, and Community. Churches across the diocese are encouraged to gather in small groups to explore how your church can be known to our neighbors through care, reconciliation, and renewal. After all, […]

View All News
Receive the latest news.

© Episcopal Diocese of San Diego 2022. All Rights Reserved.