Sample Bequest Language

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

1. General Bequest


If you are considering making a general bequest to The Catholic Foundation for the benefit of The Birth Choice Fund, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to The Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX  75251, Federal Tax ID #75-1106620 for the benefit of The Birth Choice Fund, to be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of Bloom Pregnancy Help Center located 8610 Greenville Avenue Suite 200, Dallas, Texas  75243.

2. Specific Bequest


If you are considering making a specific bequest to The Catholic Foundation for the benefit of The Birth Choice Fund, we recommend the following language:

Bequest of Specific Personal Property

I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to The Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX  75251, Federal Tax ID #75-1106620 for the benefit of The Birth Choice Fund, to be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of Bloom Pregnancy Help Center located 8610 Greenville Avenue Suite 200, Dallas, Texas  75243.

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 Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX  75251, Federal Tax ID #75-1106620 for the benefit of The Birth Choice Fund, to be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of Bloom Pregnancy Help Center located 8610 Greenville Avenue Suite 200, Dallas, Texas  75243.

3. Percentage Bequest


If you are considering making a bequest of a percentage of your estate to The Bloom Pregnancy Help Center Endowment Fund of The Catholic Foundation, 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 Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX  75251, Federal Tax ID #75-1106620 for the benefit of The Birth Choice Fund, to be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of Bloom Pregnancy Help Center located 8610 Greenville Avenue Suite 200, Dallas, Texas  75243.

4. Residual Bequest


I hereby give, devise and bequeath to The Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX  75251, Federal Tax ID #75-1106620 for the benefit of Birth Choice Fund, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate, which shall be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of Bloom Pregnancy Help Center located 8610 Greenville Avenue Suite 200, Dallas, Texas  75243.

5. Contingent Bequest


If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to The Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX 75251, Federal Tax ID #75-1106620 for the benefit of The Birth Choice Endowment Fund, a DESCRIPTION OF PROPERTY, which shall be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of Bloom Pregnancy Help Center located at 8610 Greenville Avenue Suite 200, Dallas, Texas  75243.

6. 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 Catholic Foundation flexibility should it no longer be possible for our The Catholic Foundation to use your gift as you originally intended:

If, in the judgment of the Board of Trustees of The Catholic Foundation, it shall become impossible for The Catholic Foundation to use this bequest to accomplish the specific purposes of this bequest, The Catholic Foundation 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 Catholic Foundation for the benefit of The Birth Choice Fund or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.

If you have included a bequest to The Catholic Foundation for the benefit of The Birth Choice  Fund in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift. Call or email Kris Vetter, Senior Director of Advancement, at 214-631-2402, kris@bloomphc.org or click here.

YOUR BLOOM LEGACY

pep - 2018 - Leave Your Legacy Logo

Making a gift for the benefit of Bloom Pregnancy Help Center after you are gone is a wonderful way to create a lasting legacy and ensure that our ministry to women facing an unexpected pregnancy will be there for generations to come.

For more information, call/email Kris Vetter, Senior Director of Advancement, at 214-631-2402, kris@bloomphc.org or click here.