MARILLAC SOCIAL CENTER

PLANNED GIFT — BEQUEST LANGUAGE

 

 

Making A Lasting Gift

Contributions made through wills, charitable remainder trusts and other planned gift vehicles can be designated as unrestricted or restricted gifts. Unrestricted gifts may be used at the discretion of the CEO and Trustees to achieve the Mission of the Center. A donor may restrict his/her gift for a designated purpose or program, such as the Project Hope Program, Day Care, Family Services, Social Services Elder care, or Adult education. Planned gifts play an important role in securing the future of Marillac Social Center. Gifts may also be made in honor of or in memory of someone.



HOW TO INCLUDE MARILLAC SOCIAL  CENTER IN YOUR WILL OR LIVING TRUST

When making a bequest by will or living trust to Marillac Social Center, the following language maybe helpful in expressing your intentions:  (Please consult your attorney or estate planning professional in drafting your will or trust)

·         "I hereby give to Marillac Social Center, an Illinois non-profit corporation, with its principal place of business at 212 S. Francisco, Chicago, Illinois 60612:  

  • The sum of $___________________________ as an unrestricted gift, or restricted for the following purpose:

    ____________________________________________________________________________________________________

·         The following described property: __________________________________________________________________ or

 

·         ___________ % of the residue of my estate after all debts, taxes, expenses and specific bequests have been distributed."

 

·         If no close family members (defined specifically as. . . ) survive me, I leave $ ______________ or %______________ of the residue of my estate to Marillac Social Center as an unrestricted gift or restricted for  the following purpose:

____________________________________________________________________________________________________

For bequests to the endowment fund of the Center, add:

"This gift shall be added to the permanent endowment fund of the Center. Interest income may be distributed annually at the discretion of the CEO. The corpus of the fund may not be invaded without approval of the Board of Trustees and after consultation with the donor, when possible.”

 

The legal name to be used in gifts to Marillac Social Center in wills, trusts and other gift transfer documents is:

Marillac Social Center, an Illinois non-profit corporation, with its principal place of business at 212 S. Francisco, Chicago, Illinois 60612: Federal Tax I.D. number # 36-2109717

For further information about planned gifts, please contact Tamara Michel, Director of Advancement at (312) 943-6776, ext. 2218 | tmichel@svdpc.org.