SAMPLE FORMS OF BEQUESTS
to THE EPISCOPAL CHURCH

Sample:

Specific Amount, Unrestricted

"I give, devise, and bequeath to (choose one)

(1) The Rector, Wardens, and Vestry of St.______________________'s
Episcopal Church in _____________________, Wisconsin.

(2) The Episcopal Diocese of Milwaukee, Inc. in Milwaukee, Wisconsin

(3) Trustees of Funds and Endowments, Inc. in Milwaukee, Wisconsin

the sum of $10,000 to be used at their discretion for the general objectives and purposes of said (1) (2) (3).

I instruct that all of my charitable gifts shall be made, to the extent possible, from property that constitutes 'income in respect of a decedent' as that term is defined in the Internal Revenue Code."



Sample:

Percentage Amount, Specific Purpose

"I give, devise, and bequeath to (choose one)

(1) The Rector, Wardens, and Vestry of St._____________________ 's 
Episcopal Church in _____________________, Wisconsin.
(2) The Episcopal Diocese of Milwaukee, Inc. in Milwaukee, Wisconsin

(3) Trustees of Funds and Endowments, Inc. in Milwaukee, Wisconsin

Fifteen percent (15%) of the rest, residue, and remainder of my estate to be used at their discretion for (insert your own purpose) as deemed appropriate by the governing board of (1) (2) (3).

I instruct that all of my charitable gifts shall be made, to the extent possible, from property that constitutes 'income in respect of a decedent' as that term is defined in the Internal Revenue Code."

NOTE: IF YOU WOULD LIKE TO LEAVE A PORTION OF YOUR ESTATE TO ONE OF THE EPISCOPAL ENTITIES AS SUGGESTED ABOVE AND WOULD LIKE GUIDANCE AS TO THE SPECIFIC NEEDS OF YOUR CHOSEN ENTITY, PLEASE CALL JON BARSANTI AT (414) 224-0339 FOR ADDITIONAL ASSISTANCE AND SUGGESTIONS.

Please Email us (endow@execpc.com) for further information or forms.

Copyright © Trustees of Funds and Endowments, Inc. All rights reserved.
Post Office Box 510348, Milwaukee, WI 53203-0061
Tel. (414) 224-0339 / Fax: (414) 224-0344
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