Bequest and Beneficiary Designation Language

The Catholic Foundation of the Diocese of Saint Petersburg has been entrusted with accepting and administering bequests and beneficiary designation gifts for endowments funds for diocesan entities, parishes, schools, and ministries.

For those considering a bequest through your Will or Trust or as a beneficiary on a life insurance policy or IRA, please know this type of gift can allow you to continue to support causes you believe in and make your best last gift.

Click here to see a list of beneficiaries that the Catholic Foundation serves.

Click here to see existing funds that you can contribute to.

The sections below provide the correct language for bequests and beneficiary designations for a legacy gift (perpetual fund such as an endowment) through the Catholic Foundation.

Bequests: Wills and Trusts

All bequests and estate documents to create an endowed fund for a parish, school or ministries should be directed to the Catholic Foundation of the Diocese of Saint Petersburg.

The correct language is as follows:

A primary bequest, either as a specific dollar amount or percentage of the estate, “I hereby give, devise and bequeath _________ (%Percentage or $Dollar Amount) to Emmaus Foundation, Inc. d/b/a The Catholic Foundation, Diocese of Saint Petersburg, a nonprofit organization located at 6363 9th Ave., N., St. Petersburg, FL, 33710, Federal Tax ID #59-3519543, for (name the specific endowment fund) that is held and managed by the Catholic Foundation.”

A residual bequest or the remainder of an estate, “I hereby give, devise and bequeath to Emmaus Foundation, Inc. d/b/a The Catholic Foundation, Diocese of Saint Petersburg, a nonprofit organization located at 6363 9th Ave., N., St. Petersburg, FL, 33710, Federal Tax ID #59-3519543, All or a (%Percentage)_________ of the rest, residue and remainder of my estate for (name the specific endowment fund) that is held and managed by the Catholic Foundation.”

Beneficiary Designations Through Qualified Retirement Plans

The Catholic Foundation can be named as a designated beneficiary of a life insurance policy, annuity, IRA, defined benefit plan, 401(k) plan, profit sharing plan or another qualified plan. Contact your plan administrator or the person who helps you with your account or insurance policy, such as your broker, banker or insurance agent. Most plans require the completion of a beneficiary designation form or have a process in place.

Important Considerations For Your Future

If you have already designated us as a beneficiary of an asset or as part of your estate plan, please let us know. Please contact us if you have any questions. We would be happy to assist you and answer your questions.