Bequest Language
Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be a specific dollar amount, a percentage of your estate or the remainder after all other provisions are specified.
Our federal tax ID number is: 36-2167849. (Note: If you would like to designate a specific parish or school in your bequest, contact the parish or school for their unique federal tax ID number. Also, substitute the parish or school’s legal name for the Diocese of Joliet below.)
Below is suggested language to use when drafting your bequest.
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For an unrestricted gift that allows the Diocese of Joliet, parish or school to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:
"I give to Roman Catholic Diocese of Joliet, a nonprofit corporation currently located at Blanchette Catholic Center, 16555 Weber Road, Crest Hill, IL 60403, or its successor thereto, _________ [written amount or percentage of the estate or description of property] for its unrestricted charitable use and purpose."
To designate your provision for a particular purpose:
"I give to Roman Catholic Diocese of Joliet, a nonprofit corporation currently located at Blanchette Catholic Center, 16555 Weber Road, Crest Hill, IL 60403, or its successor thereto, _________ [written amount or percentage of the estate or description of property]. This gift should be used for (state purpose) if and so long as Roman Catholic Diocese of Joliet determines that the need exists. If Roman Catholic Diocese of Joliet shall determine at the outset or at a later time that the need does not exist, or no longer exists or for some reason it is not possible (or prudent) to administer my gift as originally intended, then Roman Catholic Diocese of Joliet may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above."
If you have named the Diocese of Joliet, one of our parishes or schools in your will or trust, please let us know so we can ensure that your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift. However, if you prefer to remain anonymous, we will keep your name and gift in strict confidence.
Please contact Jane Lagger at (815) 221-6190 or Jlagger@dioceseofjoliet.org for more information or to include a specific parish or school in your will.