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Archdiocese of San Francisco's Bequest Language

An excellent way for you to support the Archdiocese of San Francisco is by including the Archdiocese in your will.

Types of Bequests


There are a number of ways you can make a bequest to the Archdiocese of San Francisco.

Specific Bequest. A specific bequest involves making a gift of a specific asset such as real estate, a car, other property or a gift for a specific dollar amount.

Percentage Bequest. Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to the Archdiocese of San Francisco.

Contingent Bequest. A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a relative, but the bequest language could provide that if the relative is not alive at the time of your death, the vacation home will go to the Archdiocese of San Francisco.

Bequest Benefits


A bequest is generally a revocable gift, which means it can be changed or modified at any time. You can choose to designate that a bequest be used for a general or specific purpose so you have the peace of mind knowing that your gift will be used as intended. Bequests are exempt from federal estate taxes. If you have a taxable estate, the estate tax charitable deduction may offset or eliminate estate taxes, resulting in a larger inheritance for your heirs.

Bequest Language


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

1. Specific Bequest

If you are considering making an outright bequest to the Archdiocese of San Francisco, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to The Roman Catholic Archbishop of San Francisco, a Corporation Sole, located at One Peter Yorke Way, San Francisco, CA, 94109, Federal Tax ID #94-1156707, for the Archdiocese of San Francisco's general use and purpose.

Bequest of Specific Personal Property

I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to The Roman Catholic Archbishop of San Francisco, a Corporation Sole, located at One Peter Yorke Way, San Francisco, CA, 94109, Federal Tax ID #94-1156707, for the Archdiocese of San Francisco's general use and purpose.

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 Roman Catholic Archbishop of San Francisco, a Corporation Sole, located at One Peter Yorke Way, San Francisco, CA, 94109, Federal Tax ID #94-1156707, for the Archdiocese of San Francisco's general use and purpose.

2. Percentage Bequest

If you are considering making a bequest of a percentage of your estate to the Archdiocese of San Francisco, 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 Roman Catholic Archbishop of San Francisco, a Corporation Sole, located at One Peter Yorke Way, San Francisco, CA, 94109, Federal Tax ID #94-1156707, for the Archdiocese of San Francisco's general use and purpose.

3. Contingent Bequest

If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to The Roman Catholic Archbishop of San Francisco, a Corporation Sole, located at One Peter Yorke Way, San Francisco, CA, 94109, Federal Tax ID #94-1156707, DESCRIPTION OF PROPERTY to be used for the Archdiocese of San Francisco's general use and purpose.

Restricted Bequests


If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.

If you are making a restricted bequest, we recommend that your attorney include the following provision to give the Archdiocese of San Francisco flexibility should it no longer be possible for our the Archdiocese of San Francisco to use your gift as you originally intended:

If, in the judgment of the Board of Directors of the Archdiocese of San Francisco, it shall become impossible for the Archdiocese of San Francisco to use this bequest to accomplish the specific purposes of this bequest, the Archdiocese of San Francisco 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 Archdiocese of San Francisco or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us. We do advise that you contact an attorney when planning Bequests

If you have included a bequest for the Archdiocese of San Francisco in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.
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