Gifts by Wills and Trusts

Printable Bequest Language

You want to leave money to the Holy Name Foundation but desire flexibility to change your mind should circumstances warrant. A bequest in your will or trust accomplishes both.

Did you know: Setting up a beneficiary designation on a bank, brokerage, or retirement account or a life insurance policy offers this same flexibility?

Next Steps:

1. Contact the Holy Name Foundation at 201-833-3014 to discuss your gift.
2. Seek the advice of your financial or legal advisor.
3. If you include Holy Name in your plans, please use our legal name and federal tax ID.

Legal Name: Holy Name Foundation
Address: 718 Teaneck Road, Teaneck, NJ 07666
Federal Tax ID#: 22-2737143

Sample bequest language: "I give, devise, and bequeath to the Holy Name Foundation the sum of $_____[or___%] to be used for Holy Name’s general use and purposes.”

Unrestricted Gift:

“I give, devise, and bequeath to the Holy Name  Foundation, a nonprofit organization located in Teaneck, NJ, Tax Identification Number 22-2737143, the sum of $_____[or___%] to be used for Holy Name’s general use and purposes.”

Restricted Gift:

“I give, devise, and bequeath to the Holy Name Foundation, a nonprofit organization located in Teaneck, NJ, Tax Identification Number 22-2737143, the sum of $_____[or___%] to be used for a specific center or purpose.”

To learn more visit here.

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