In order to make a bequest, you should speak with your attorney.  Your attorney can help you include a charitable bequest in your estate plan.  We have provided some basic bequest language to assist you and your attorney

General Bequest
If you are considering making a general bequest to The Catholic Foundation for the benefit of The St. Philip & St. Augustine Catholic Academy Endowment Fund, we recommend the following language:
 
Bequest of a Specific Dollar Amount
I hereby give, devise and bequeath _________ and no/100 dollars ($DOLLARS) to The Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX  75251, Federal Tax ID #75-1106620 for the benefit of The St. Philip & St. Augustine Catholic Academy Endowment Fund, to be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of St. Philip & St. Augustine Catholic Academy located at 8151 Military Parkway, Dallas, Texas  75227.

Specific Bequest
If you are considering making a specific bequest to The Catholic Foundation for the benefit of The St. Philip & St. Augustine Catholic Academy Endowment Fund, we recommend the following language: 

Bequest of Specific Personal Property
I hereby give, devise and bequeath [DESCRIPTION OF PROPERTY] to The Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX  75251, Federal Tax ID #75-1106620 for the benefit of The St. Philip & St. Augustine Catholic Academy Endowment Fund, to be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of St. Philip & St. Augustine  Catholic Academy located at 8151 Military Parkway, Dallas, Texas  75227.

Bequest of Specific Real Estate
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at [ADDRESS OR DESCRIPTION OF PROPERTY] to The Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX  75251, Federal Tax ID #75-1106620 for the benefit of The St. Philip & St. Augustine Catholic Academy Endowment Fund, to be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of St. Philip & St. Augustine Catholic Academy located at 8151 Military Parkway, Dallas, Texas  75227.
 

Percentage Bequest 
If you are considering making a bequest of a percentage of your estate to The St. Philip & St. Augustine Catholic Academy Endowment Fund of The Catholic Foundation, we recommend the following language:

I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to The Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX  75251, Federal Tax ID #75-1106620 for the benefit of The St. Philip & St. Augustine Catholic Academy Endowment Fund, to be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of St. Philip & St. Augustine Catholic Academy located at 8151 Military Parkway, Dallas, Texas  75227.

Residual Bequest
I hereby give, devise and bequeath to The Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX  75251, Federal Tax ID #75-1106620 for the benefit of The St. Philip & St. Augustine Catholic Academy Endowment Fund, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate, which shall be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of St. Philip & St. Augustine Catholic Academy located at 8151 Military Parkway, Dallas, Texas  75227.

Contingent Bequest 
If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to The Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX  75251, Federal Tax ID #75-1106620 for the benefit of The St. Philip & St. Augustine Catholic Academy Endowment Fund, a DESCRIPTION OF PROPERTY, which shall be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of St. Philip & St. Augustine Catholic Academy located at 8151 Military Parkway, Dallas, Texas  75227.

Restricted Bequests
If, in the judgment of the Board of Directors of The Catholic Foundation, it shall become impossible for The Catholic Foundation to use this bequest to accomplish the specific purposes of this bequest, The Catholic Foundation may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.

Contact Us
Please contact us if you have any questions about how to make a bequest to The Catholic Foundation for the benefit of The St. Philip & St. Augustine Catholic Academy Tuition Assistance Fund or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.

If you have included a bequest for The Catholic Foundation for the benefit of The St. Philip & St. Augustine Catholic Academy Endowment Fund in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.