Bequest Language

A charitable bequest is certainly the most popular and enduring planned gift. Bequests are a favorite with donors because they are a gift planning strategy that gives you the opportunity to leave a lasting legacy while retaining full use of your property during life. With a bequest, there is no disruption of your lifestyle and no immediate out-of-pocket expense.

Since the exact language of a bequest provision is very important, bequests to benefit our organization should be directed to Benedictine Monks, Inc., St. Benedict’s Abbey, 12605 224th, Ave, Benet Lake, WI, a Wisconsin nonprofit or its successor. Tax ID: 39-089-0515.

Of course, you’ll want to be sure to consult your financial advisors when considering any planned gift.

Here are some samples you can share with your lawyer or estate planner to remember the Benedictines in your Will or Trust:

I wish to give a percentage of my estate:

I wish to make a bequest of a specific amount:

I wish to give a residual amount or remaining interest:

I give and bequeath to Benedictine Monks of St. Benedict’s Abbey, a Wisconsin non-profit corporation at 12605 224th Ave., Benet Lake, WI 53102 the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, to be used by Benedictine Monks, Inc., a nonprofit located at 12605 224th Ave, Benet Lake, WI for its general purposes.

I wish to give a tangible asset or property:

I give and bequeath to Benedictine Monks of St. Benedict’s Abbey, a Wisconsin non-profit corporation at 12605 224th Ave., Benet Lake, WI 53102 _______ shares of common stock of __________ (or insert here a description of other property) owned by me at my death as these shares shall exist at the date of my death, to be used by Benedictine Monks, Inc., a nonprofit located at 12605 224th Ave, Benet Lake, WI for its general purposes.

Please call (262) 396-4311 and ask for our planned giving office if you have any additional questions.

(262) 396-4311

Bequest Language

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