Thank you for your support through a planned gift to the Roman Catholic Diocese of Dallas. We sincerely appreciate you naming the Diocese as a benefactor as you complete your estate plans.
A gift to the Roman Catholic Diocese of Dallas in your will or revocable trust proclaims your confidence that we will continue to fulfill our mission and make a difference in the lives of future generations.
The Diocese’s legal name is: Roman Catholic Diocese of Dallas (the “Diocese”) and our tax ID is: 75-0800637.
A residual bequest comes to us after your estate expenses and specific bequests are paid:
I give and devise to the Roman Catholic Diocese of Dallas, located in Dallas, Texas, all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used for its unrestricted use (or for the support of a specific fund or ministry).
Naming the Diocese of Dallas as a beneficiary of a specific amount from your estate is easy:
I give and devise to the Roman Catholic Diocese of Dallas, located in Dallas, Texas, the sum of $______ (or named property such as number of shares of stock or a mutual fund) to be used for its unrestricted use (or for the support of a specific fund or ministry).
The Catholic Diocese of Dallas can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:
If (insert name) is not living at the time of my demise, I give and devise to the Roman Catholic Diocese of Dallas, the sum of $ (or all or a percentage of the residue of my estate) to be used for its unrestricted use (or for the support of or a specific fund or ministry).
You may name the Roman Catholic Diocese of Dallas as a beneficiary of your IRA or other qualified retirement benefits. To make a charitable gift from your retirement plan, simply enter the “Roman Catholic Diocese of Dallas_FBO its Endowment Fund” and Federal Tax ID #75-0800637 on the Change of Beneficiary Form available from your plan administrator. Consult with your advisor to determine the benefits you would derive from such a gift.
Additional language for your consideration that our attorneys suggest: In the event the Diocese is no longer in existence, then the monies, assets and properties given herein shall be delivered for the same purposes to the administrator, or the successor Bishop whose diocese will include the territory formerly known as the Diocese, in accordance with the prescripts of Canon Law.
For Further Information
We would be pleased to work with you and your advisor to determine the gift that best suits your situation and interests. For confidential information on how to create a legacy gift Diocese of Dallas, please contact: Kelly Halaszyn at (214) 379-3178 or firstname.lastname@example.org.
The Diocese of Dallas is not engaged in rendering legal or tax advisory services. The above language is intended solely for general information purposes. For advice and assistance in specific cases, legal counsel should be obtained.