Wills and Bequests
Through the use of a bequest, you can leave a legacy for St. Joe’s without any cost to you during your lifetime. A bequest is a transfer of cash, securities, or other property through a will or a trust. A bequest to St. Joe’s can be made for a specific amount of money, a percentage of your estate, or the remainder after you have made specific bequests to your family and others.
To make a gift to St. Joe’s from your estate, you must sign a new will or living trust instrument, add a codicil to your present will, or make an amendment to your present trust instrument. To ensure that your exact intentions are carried out, our staff in the Advancement Office is at your service.
Sample Bequest Language:
"I hereby give and bequeath to St. Joseph’s Collegiate Institute, a non-profit corporation organized and existing under the laws of the state of New York, ___dollars ($___) to be applied to the general uses and purposes of said institution."
"I hereby give and bequeath to St. Joseph’s Collegiate Institute, a non-profit corporation organized and existing under the laws of the state of New York, ___ percent (___%) of the rest, residue, and remainder of my estate to be applied to the general uses and purposes of said institution."
"I hereby give and bequeath to St. Joseph’s Collegiate Institute, a non-profit corporation organized and existing under the laws of the state of New York, all of the rest, residue, and remainder of my estate to be applied to the general uses and purposes of said institution."
You can also direct any bequest to a particular area of the school or endowment fund.
"I hereby give and bequeath to St. Joseph’s Collegiate Institute, a non-profit corporation organized and existing under the laws of the state of New York, ___dollars ($___) to be applied for the purpose of supporting its ___________ program."
"I hereby give and bequeath to St. Joseph’s Collegiate Institute, a non-profit corporation organized and existing under the laws of the state of New York, ___dollars ($___) to be applied to the ___________ Endowment Fund.”
If you are interested in more information on planned giving, please contact Dan Warner '06, Vice President of Institutional Advancement, at 716-270-4115 or [email protected].
The information on this website is not intended as legal or tax advice. Full Disclaimer.