Bequest Language
The sentence below can be used to provide a general gift to Convent & Stuart Hall. If you have a more specific purpose you would like to support, we’ll be happy to provide appropriate wording. We want to ensure that your estate gift accomplishes your goals, and so we welcome you or your advisor to contact us.
Will
"I hereby give ___________ [amount OR percentage of estate AND/OR description of property] to Schools of the Sacred Heart San Francisco, a California non-profit corporation, for the unrestricted use and purposes of the school."
Trust
“The trustee shall distribute________________ [amount OR percentage of estate AND/OR description of property] to Schools of the Sacred Heart San Francisco, a California non-profit corporation, for the unrestricted use and purposes of the school."
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.