Types of Bequest

There are a number of ways you can make a bequest for the benefit of Mary Immaculate Catholic Church:

There are a number of ways you can make a bequest for the benefit of Mary Immaculate Catholic Church:

Specific Bequest 
A specific bequest involves making a gift of a specific asset such as real estate, a car, other property or a gift for a specific dollar amount.

Percentage Bequest 
Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity.

Residual Bequest
A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity.

Contingent Bequest 
A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a relative, but the bequest language could provide that if the relative is not alive at the time of your death, the vacation home will go to charity.

  • If you are considering making a general bequest to The Catholic Foundation for the benefit of The Mary Immaculate Catholic Church Designated Fund, we recommend the following language: 

    Bequest of a Specific Dollar Amount
    I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to The Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX  75251, Federal Tax ID #75-1106620 for the benefit of The Mary Immaculate Catholic Church Endowment Fund, to be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of Mary Immaculate Catholic Church, located at 14032 Dennis Lane, Farmers Branch, Texas  75234.

  • If you are considering making a specific bequest to The Catholic Foundation for the benefit of The Mary Immaculate Catholic Church Designated Fund, we recommend the following language: 

    Bequest of Specific Personal Property
    I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to The Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX  75251, Federal Tax ID #75-1106620 for the benefit of The Mary Immaculate Catholic Church Designated Fund, to be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of Mary Immaculate Catholic Church, located at 14032 Dennis Lane, Farmers Branch, Texas  75234.

    Bequest of Specific Real Estate
    I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to The Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX  75251, Federal Tax ID #75-1106620 for the benefit of The Mary Immaculate Catholic Church Designated Fund, to be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of Mary Immaculate Catholic Church, located at 14032 Dennis Lane, Farmers Branch, Texas  75234.

  • If you are considering making a bequest of a percentage of your estate to The Mary Immaculate Catholic Church Designated Fund of The Catholic Foundation, we recommend the following language:

    I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to The Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX  75251, Federal Tax ID #75-1106620 for the benefit of The Mary Immaculate Catholic Church Endowment Fund, to be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of Mary Immaculate Catholic Church, located at 14032 Dennis Lane, Farmers Branch, Texas  75234.

  • I hereby give, devise and bequeath to The Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX  75251, Federal Tax ID #75-1106620 for the benefit of The Mary Immaculate Catholic Church Designated Fund, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate, which shall be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of Mary Immaculate Catholic Church, located at 14032 Dennis Lane, Farmers Branch, Texas  75234.

  • If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to The Catholic Foundation, a qualified charitable organization located at 12222 Merit Drive, Suite 850, Dallas, TX  75251, Federal Tax ID #75-1106620 for the benefit of The Mary Immaculate Catholic Church Designated Fund, a DESCRIPTION OF PROPERTY, which shall be held by The Catholic Foundation in perpetuity, not in trust but in fee simple, with the reasonable spending policy amount to be available, in the sole discretion of The Catholic Foundation for the support of Mary Immaculate Catholic Church, located at 14032 Dennis Lane, Farmers Branch, Texas  75234.

  • If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.


    If you are making a restricted bequest, we recommend that your attorney include the following provision to give The Catholic Foundation flexibility should it no longer be possible for our The Catholic Foundation to use your gift as you originally intended:


    If, in the judgment of the Board of Trustees of The Catholic Foundation, it shall become impossible for The Catholic Foundation to use this bequest to accomplish the specific purposes of this bequest, The Catholic Foundation may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.

Bequest Language for Your Will or Living Trust

Contact US

Please contact us if you have any questions about how to make a bequest to The Catholic Foundation for the benefit of The Mary Immaculate Catholic Church Endowment Fund or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.


If you have included a bequest to The Catholic Foundation for the benefit of The Mary Immaculate Catholic Church Endowment Fund in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift. Call or email Chase Sanders at 214-358-8700 ext. 261 or click here.