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Planned Giving
People with vision for the future shape the world around them. Your estate gift through your will, or a legacy gift while still living, will help fund current programs and build our endowment. A variety of giving instruments exist to help alleviate your tax burden and benefit our mission. Consult your tax attorney or contact the Development Office to discuss your options.
The following are examples of bequest statements that may be used as models by you and your attorney in preparing your bequest or trust designation. We welcome the opportunity to work with you and your advisers to develop language tailored to your specific needs. Such collaboration ensures that the correct legal language is used and that your wishes are accurately understood. For additional information, please contact Andrew Robison, Director of Development, at (614) 291-4674 x 109.
Newman Center Sample Bequest Language
Unrestricted Residual Bequest I give the St. Thomas More Newman Center, 64 West Lane Ave., Columbus, OH 43201, Federal ID 31-4423933, (_________ % of the residue of my estate) or (the sum of $__________), to be used by the St. Thomas More Newman Center, wherever the needs and opportunities are greatest.
Unrestricted Contingent Bequest
In the event that __________ predeceases me, I give the St. Thomas More Newman Center, 64 West Lane Ave., Columbus, OH 43201, Federal ID 31-4423933, (_________ % of the residue of my estate) or (the sum of $__________), to be used by the St. Thomas More Newman Center wherever the needs and opportunities are greatest.
Appreciation
If you choose to direct a bequest to the St. Thomas More Newman Center, we encourage you to share your plans with us. Your plans will remain confidential, and we will work together to ensure that we understand and can abide by your bequest intentions. Your generosity demonstrates an investment in the Newman Center’s mission for generations to come.
