Maybe you want to make a gift that provides you with income during your life, and benefits a fund at your death. Some charitable gift options can provide you with that benefit. Or, you may want to use your estate to grow or establish a fund in the future. We can help you consider options that meet your individual needs by helping you make a planned gift. For more information on any of these planned gift options, please contact The Catholic Diocese of Madison Foundation, Inc. at 608-821-3046 and we would be happy to talk with you and your advisor to create the best plan for you.
Sample Bequest Language:
Upon my death, I give, devise and bequeath to The Catholic Diocese of Madison Foundation, Inc., whose office is currently located at 702 S. High Point Road, Madison, Wisconsin, and federal tax identification number is 20-8156961, [insert the subject matter of the devise or bequest, such as “the sum of $______”], and request that this bequest be contributed to [name of an existing fund or a new fund to be established], of the Foundation. If for any reason it becomes impractical or impossible to carry out the purposes set forth herein, the bequest shall be used by said Foundation for a similar purpose according to the norms of the Canon Law of the Roman Catholic Church.