You may make a bequest or gift through your estate by including a provision in your will or living trust, or by naming Father Joe’s Villages as a beneficiary of a retirement plan or life insurance policy. The amount left to the Father Joe’s Villages can be expressed as a dollar amount or as a percentage of the assets to be given.
The following language may help you and your attorney meet your needs when drafting your will or living trust.
Unrestricted Bequest
“I, [name], of [city, state, ZIP], give, devise and bequeath to Father Joe’s Villages [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”
Restricted Bequest (For a specific program)
“I, [name], of [city, state, ZIP], give, devise and bequeath to Father Joe’s Villages [written amount or percentage of the estate or description of property] for its charitable purposes and with a preference for use at [name of school, unit or program].”