Bequest Language

Printable Bequest Language

Leave a Lasting Legacy at Stepinac with a Bequest

A bequest—a gift made through your will—is a simple and meaningful way to support Stepinac’s future. Whether it’s a specific dollar amount, a percentage of your estate, or a gift of assets, your legacy will help shape the lives of future generations of students.

Type of Bequests

Specific Bequest: A gift of a set dollar amount or a particular asset (such as stock or property).

Residuary Bequest: A gift made from the remainder of your estate after other obligations and specific gifts have been fulfilled.

Designating the Purpose of a Bequest

Unrestricted: The most useful type of bequest is unrestricted, allowing the funds to be allocated wherever the need is greatest at Stepinac and taking into account that changes may necessitate a use that cannot be anticipated at the time of the gift.

Restricted: You may designate your bequest to support a special program or purpose at Stepinac that reflects your interests. If the bequest is restricted to a specific purpose, it is important that the following wording be added at the end of the provision. This will ensure that, in the remote possibility a specified purpose may cease to need funds in the future, an alternate use for the bequest may be determined. “If changed circumstances should at some future time make it impractical to continue administering the gift for the purpose designated, then the Stepinac High School board of trustees may redesignate the purpose—provided the terms adhere as closely as possible to my original intent."

Including Stepinac in Your Will
Below are examples of suggested bequest language to benefit Stepinac. Since everyone’s circumstances are unique, these samples represent only a few of the many possible gift options. We encourage you to speak with us at Stepinac to ensure your wishes are properly honored and recognized. Because a will is a legally binding document, you should consult an attorney. To assist with this important process, we’ve provided suggested wording below.

General Support (Percentage of Estate)

"I give to the Stepinac HS Foundation, a not-for-profit organization located at 950 Mamaroneck Avenue, White Plains, NY 10605, ___% of my estate for its general charitable purposes."

General Support (Specific Amount)

"I give to the Stepinac HS Foundation, a not-for-profit organization located at 950 Mamaroneck Avenue, White Plains, NY 10605, the sum of $________ in cash (or ______ shares of __________ stock) to be used for its general charitable purposes."

Designated Purpose

"I give to the Stepinac HS Foundation, a not-for-profit organization located at 950 Mamaroneck Avenue, White Plains, NY 10605, the sum of $________ in cash or in-kind (or ______ shares of __________ stock) to be used for ____________________________________________ at Stepinac High School. If changed circumstances should at some future time make it impractical to continue administering the gift for the purpose designated, then the Stepinac High School Board of Trustees may redesignate the purpose—provided the terms adhere as closely as possible to my original intent."

Testimonial
“I attribute the education I received at Stepinac to be the springboard to college and my career. I give to Stepinac because I want to see the school continue to succeed and prosper.” 
– John Butala ‘82

Support Tomorrow’s Leaders With a Gift in Your Will.
We’re here to help you explore your options and ensure your gift reflects 
your values and intentions.

 

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