Sample Language for Your Will or Trust - Archdiocese of Chicago

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.

For an unrestricted gift that allows the Archdiocese of Chicago to determine how to use the funds based on the most pressing needs:

“I give [insert specific dollar amount or percentage of net or residuary] to The Catholic Bishop of Chicago, Tax ID #36-2170826, a corporation sole located in Chicago, Illinois, to be used for the general charitable, religious, and educational purposes of the Archdiocese of Chicago.”

To designate your gift for a particular Parish, School, or Ministry:

“I give [insert specific dollar amount, or percentage of net or residuary] to The Catholic Bishop of Chicago, Tax ID #36-2170826, a corporation sole located in Chicago, Illinois, to be used for the benefit of [insert name of parish, school, or ministry] located in [insert city], Illinois. However, if [insert name of parish, school, or ministry] ceases to exist in its current form, then to the new [parish or parishes/ school/ ministry] erected in its stead.”

*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 the Archdiocese of Chicago.

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

Useful Legal Information

Legal name: The Catholic Bishop of Chicago
Address: 835 North Rush Street Chicago, IL 60611-2030
Federal Tax ID number: 36-2170826
-
To designate a parish or school as a beneficiary of a qualified retirement plan or other financial account, please list the beneficiary as follows:
[Name of Parish or School], The Catholic Bishop of Chicago, a Corporation Sole

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

We're here to help!

Stewardship and Development