X
Live    Worship    Grow    Heal    Give

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.

image_print

by
Category: #Stewardship

Respond to this:

Your email address will not be published.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

Recent Stories

Faith to Go Invites God Sightings in Ordinary Time
June 10, 2025

The first thing I do every morning is throw on a pair of old sweats, lace up my sneakers, and go on a two-mile, early morning walk with my dogs […]

A Letter from the Episcopal Bishops in the State of California

Beloved in Christ, Like all Californians, we are watching with great concern the events unfolding around immigration protests in Los Angeles. We are deeply concerned about the ICE raids and […]

A Joyful Journey as a Missioner at California State University San Marcos
June 3, 2025

Becoming a Campus Missioner at California State University San Marcos has been one of the most fulfilling and transformative experiences of my life. I am truly overjoyed and grateful for […]

View All News
Receive the latest news.

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