Planned Giving Guide
Gifts from Wills and Trusts:
When making a charitable gift to a nonprofit organization, it is vital the legal name of the charity, city and other identifying details be used. To name Saint Joseph's Catholic School in your will or trust please use the following suggested language:
Residual Bequest Language A residual bequest comes to us after your estate expenses and specific bequests are paid:
I give and devise to Saint Joseph's Catholic School, Greenville, SC, (EIN 57-0965988) all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).
Specific Bequest Language You can also name Saint Joseph's Catholic School as a beneficiary of a specific amount from your estate:
I give and devise to Saint Joseph's Catholic School, Greenville, SC, (EIN 57-0965988) the sum of $ ________________________ (or "____ shares of __________________ stock") to be used for its general support (or for the support of a specific fund or program).
Contingent Bequest Language Saint Joseph's Catholic School 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 individual heir's name) is not living at the time of my demise, I give and devise Saint Joseph's Catholic School, Greenville, SC, (EIN 57-0965988) the sum of $ (or "all" or " ___________ percentage of the residue of my estate") to be used for its general support (or for the support of a specific fund or program).
Gifts of Appreciated Securities
Saint Joseph's Catholic School’s Broker: Raymond James Financial Services
DTC: 0725
Attn: Brent Whitlock (brent.whitlock@raymondjames.com)
6 Davis Keats Drive
Greenville,
SC
29607
Account number: 82175126
Tax ID Number: 57-0965988
Beneficiary Gifts From Retirement Plans, Life Insurance, Brokerage Accounts or Any Other Plan With a Beneficiary Designation:
Please contact your plan provider for a change of beneficiary form. Once you have filled out the form, please send a copy to Kevin Meyer, Chief Advancement Officer at Email Kevin Meyer at kmeyer@sjcatholicschool.org.
Legal name: Saint Joseph's Catholic School
Tax ID number: 57-0965988
Address: 100 St. Joseph's Drive
Greenville, SC 29607
Note To Attorneys, Accountants, and Other Professional Advisors:
Thank you for helping your client with their charitable planning. As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.
We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients' philanthropic objectives into wellcrafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.
If you have any questions or concerns, please call 864-234-9009 x107 or Email Kevin Meyer at kmeyer@sjcatholicschool.org..
Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial advisor.