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Sample Bequest Language
For an outright bequest in will:
Unrestricted Specific Bequest
I give to the Roman Catholic Diocese of Joliet, 425 Summit Street, Joliet, IL 60435, the sum of (dollar amount) for its general purposes.
Unrestricted Percentage Bequest
I give to the Roman Catholic Diocese of Joliet-in-Illinois, located at 425 Summit Street, Joliet, IL 60435, ___ % of the rest and residue of my estate for its general purposes.
Unrestricted Residual Bequest
I give, bequeath and devise the rest and residue of my estate to the Roman Catholic Diocese of Joliet-in-Illinois, located at 425 Summit Street, Joliet, IL 60435, for its general purposes.
Restricted Use Bequest
I give to the Roman Catholic Diocese of Joliet-in-Illinois, located at 425 Summit Street, Joliet, IL, 60435, the sum of (dollar amount) for (specify how the gift is to be used).
Note: It is a good idea to allow for alternate designations if the Diocese cannot fulfill your primary wish. You may wish to contact the Diocese before making this restriction.
Unrestricted Bequest For Endowment
I give to the Roman Catholic Diocese of Joliet-in-Illinois, located at 425 Summit Street, Joliet, IL 60435, the sum of (dollar amount) for its general endowment fund.
For larger amounts, it may be possible to endow a specific position or project.
For more information
Email Fr. Jim Schwab, or call at (815) 834-4030 so that we can assist you and answer your questions.
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