VERBIAGE

We strongly encourage all donors to work with a qualified attorney or estate planning professional to develop these legal documents. The examples below represent suggested language to include in your will.

Unrestricted Bequest

1. Specific Bequest

I give and bequeath to The Catholic Foundation in the Archdiocese of Dubuque, a nonprofit corporation located in Cedar Rapids, IA, the sum of $_____________________.

I give and bequeath to The Catholic Foundation in the Archdiocese of Dubuque, a nonprofit corporation located in Cedar Rapids, IA,  _______________ shares of _______________________________.

I give and devise to The Catholic Foundation in the Archdiocese of Dubuque, a nonprofit corporation located in Cedar Rapids, IA, the real estate which is my residence of the time of my death.

Or

I give and devise to The Catholic Foundation in the Archdiocese of Dubuque, a nonprofit corporation located in Cedar Rapids, IA,  the following described real estate: (description)

2. Residual Bequest

I give, devise and bequeath to The Catholic Foundation in the Archdiocese of Dubuque, a nonprofit corporation located in Cedar Rapids, IA, (all of) ( ____% of) the rest, residue and remainder of my estate.

Restricted Bequest

1. Specific Bequest

I give and bequeath to The Catholic Foundation in the Archdiocese of Dubuque, a nonprofit corporation located in Cedar Rapids, IA,  the sum of $_________ to be deposited into the _____________ Fund of the Catholic Foundation in the Archdiocese of Dubuque.

I give and bequeath to The Catholic Foundation in the Archdiocese of Dubuque, a nonprofit corporation located in Cedar Rapids, IA, _______ shares of __________________ to be deposited into the ________ Fund of the Catholic Foundation in the Archdiocese of Dubuque.

I give and devise to The Catholic Foundation in the Archdiocese of Dubuque, a nonprofit corporation located in Cedar Rapids, IA, the real estate which is my residence of the time of my death to the ______ Fund of the Catholic Foundation in the Archdiocese of Dubuque.

Or

I give and devise to The Catholic Foundation in the Archdiocese of Dubuque, a nonprofit corporation located in Cedar Rapids, IA, the following described real estate: (description) to be added to the _______ Fund of the Catholic Foundation in the Archdiocese of Dubuque.

2. Residual Bequest

I give, devise and bequeath to The Catholic Foundation in the Archdiocese of Dubuque, a nonprofit corporation located in Cedar Rapids, IA, (all of) ( ____% of) the rest, residue and remainder of my estate to  ______ Fund of the Catholic Foundation in the Archdiocese of Dubuque.