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