Are you planning to leave a Legacy Gift
If you have included The Catholic Foundation of Southeastern Massachusetts in your will, or other estate plan, please let us know. We would like to thank you for your commitment and generosity, ensure that your gift designation is clearly understood and to recognize you as a founding member of the Anima Christi.
Legacy gifts play a vital role in the Foundation’s ability to increase its support of the people within the Diocese of Fall River for years to come. The goals of the Anima Christi Society are to thank and honor those who have included The Catholic Foundation of Southeastern Massachusetts in their estate plans and to serve as a resource to others considering a legacy gift. We hope that you will consider becoming a member.
Benefits of making a bequest
- Leaving a lasting legacy
- Lessen the tax burden on your family
- Possible estate tax savings
How to make a bequest
A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or The Catholic Foundation of Southeastern Massachusetts as part of your estate plan.
A bequest can be made several ways
- You can gift a specific dollar amount or asset
- You can gift a percentage of your estate
- You can gift from the balance or residue of your estate
- You can make a beneficiary designation of certain assets
Confidential Bequest Gift Information Form
Sample Bequest Language
In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to your parish, a Catholic school, or the Catholic Foundation to use where most needed in your estate plan. We have provided some basic bequest language to assist you and your attorney.
BEQUEST TO THE CATHOLIC FOUNDATION
I give, devise and bequeath unto The Catholic Foundation of Southeastern Massachusetts, a Catholic religious corporation with offices at 450 Highland Avenue, Fall River, MA 02720 (insert the subject matter of the devise or bequest), and I request that the same be used for the benefit of (insert appropriate Catholic Foundation fund). If for any reason it becomes impractical or impossible to carry out the purposes set forth in this will, the assets shall be transferred to the Catholic Diocese of Fall River according to the norms of the Canon Law of the Roman Catholic Church. The Catholic Foundation Federal Identification Number is 82-5093066.
BEQUEST TO SCHOOLS/TUITION OF FALL RIVER
I give, devise and bequeath unto the Catholic Foundation of Southeastern Massachusetts, a Catholic religious corporation with offices at 450 Highland Avenue, Fall River, MA 02720 (insert the subject matter of the devise or bequest), and I request that the same be used for the benefit of (tuition assistance for needy children attending Catholic Elementary and/or Catholic Secondary schools within the Diocese). (The following to be added only if a specific program named.) If for any reason it becomes impractical or impossible to carry out the purposes set forth by this bequest, the assets shall be transferred to the Catholic Foundation Total Catholic Education Fund to be used for the needs of the Catholic schools/children. Catholic Foundation Federal Identification Number is 82-5093066.
BEQUEST TO PARISH
I give, devise and bequeath unto the Catholic Foundation of Southeastern Massachusetts, a Catholic religious corporation with offices at 450 Highland Avenue, Fall River, MA 02720 (insert the subject matter of the devise or bequest), and I request that the same be used for the benefit of (parish name) for its general use and benefit. If for any reason, (parish name) is no longer in operation; the secondary beneficiary is whichever parish/school is responsible for the geographic boundaries formerly covered by (parish name). If for any reason said parish merges with another parish, the bequest will be transferred to the parish that governs the area of the original bequest. If it becomes impractical or impossible to carry out the purposes set forth by this bequest, the assets shall be transferred to the Catholic Foundation (fund name) Fund to be used for (restate purpose of this bequest).
Catholic Foundation Federal Identification Number is 82-5093066.
I am interested in discussing my options for a planned gift for the Catholic Foundation of Southeastern Massachusetts.