Sample Language for Your Will or Trust

The following language may help you and your attorney when drawing up a bequest that meets your needs.

“I give to Catholic Charities Community Services, a nonprofit corporation currently located at 5151 N. 19th Avenue, Phoenix, AZ 85015-3224, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”

*If you are interested in supporting a specific project or program, it is best to discuss your plans with our planned giving professionals before completing your bequest language to confirm your wishes can be met by Catholic Charities.

Please note: The policies of Catholic Charities do not allow Catholic Charities or its representatives to serve as personal representative, executor, trustee or witness for a will or trust.

Useful Legal Information

Legal name: Catholic Charities Community Services
Address: 5151 N. 19th Avenue, Phoenix, AZ 85015-3224
Federal Tax ID number: 86-0223999

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

I'm here to help

Karen Bisko, CFRE

Karen Bisko, CFRE

Vice President of Philanthropy

Catholic Charities Community Services Arizona
kbisko@cc-az.org
602-650-4820