Planning Resources

Sample Gift Language for your Will or Revocable Living Trust

The provision in your will for making a gift for your parish, school, the Archdiocese of Baltimore or to establish an endowment fund in the Catholic Community Foundation will depend upon the type of gift and your own circumstances. We recommend that you consult your attorney when choosing an appropriate gift.

Bequest to a Parish or School

I give, devise and bequeath to William E. Lori, Roman Catholic Archbishop of Baltimore, a corporation sole of the State of Maryland, the sum of $ __________ (or _____ % of my estate; or the property descried herein) for the general use and benefit of or restricted for the specific purpose of ______________(Corporate Name of __________ Parish/School).

Bequest to the Catholic Community Foundation (CCF) to establish a named endowment fund or to add to an existing field of interest or organizational fund

I give, devise and bequeath to The Catholic Community Foundation of the Archdiocese of Baltimore, Inc. (the "CCF"), the sum of $ __________ (or _____ % of my estate; or the property described herein) to be used to established a named fund, distributions from which shall be made in accordance with the policies and procedures of the CCF governing named funds, for the following purposes: ____________________________________________________________.

or

I give, devise and bequeath to The Catholic Community Foundation of the Archdiocese of Baltimore, Inc. (the "CCF"), the sum of $ __________ (or _____ % of my estate; or the property described herein) to be added to and held, administered and disposed of as a part of [Name of Fund].

Unrestricted Gift

I give and bequeath to William E. Lori, Roman Catholic Archbishop of Baltimore, a corporation sole in the State of Maryland, the sum of $ __________ (or _____ % of my estate; or the property described herein) for its general purposes.

Gift for a Specific Purpose

I give and bequeath to William E. Lori, Roman Catholic Archbishop of Baltimore, a corporation sole in the State of Maryland, the sum of $ __________ (or _____ % of my estate; or the property descried herein) to be used for __________ (Specify the purpose, Catholic Education, Priest Retirement, ...).

Specific Legacy

I give, devise and bequeath my real property known as (address), any automobile that I own at the time of my death, etc. to William E. Lori, Roman Catholic Archbishop of Baltimore, a corporation sole in the State of Maryland.

Residuary Legatee

All the rest, residue, and remainder of my estate, both real, personal or missed, I give, devise and bequeath to William E. Lori, Roman Catholic Archbishop of Baltimore, a corporation sole of the State of Maryland.


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