These sample forms are suggestions from the Episcopal Church Foundation. To download a copy of this information click here.
*Specific Amount:
I, ________, hereby give, devise, and bequeath to the Rector, Wardens and Vestry (or Director, President, Board of Trustees) of Your Episcopal Church (or Your Episcopal Non-Profit Organization), 123 Main Street, Anywhere, MA, 00000, the sum of $XXXX to be used at their discretion to assist in the ministries of the Church (or Organization).
*Percentage Amount:
I, _________, hereby give, devise, and bequeath to the Rector, Wardens, and Vestry (or Director, President, Board of Trustees) of Your Episcopal Church, (or Your Episcopal Non-Profit Organization) 123 Main Street, Anywhere, MA, 00000, XX% of the rest, residue, and remainder of my estate, to be used at their discretion to assist in the ministries of the Church ( or Organization).
*Contingency Bequest:
In the event the beneficiaries of bequests, and devises herein predecease me, or, in the case of institutions, cease to be organizations described in section 501(c)(3) of the Internal Revenue code, I, ___________, hereby give, devise, and bequeath to the Rector, Wardens, and Vestry (or Director, President, Board of Trustees) of your Episcopal Church, (or Your Episcopal Non-Profit Organization) 123 Main Street, Anywhere, MA 00000, rest, residue and remainder of my estate, to be used at their discretion to assist in the ministries of the Church (or Organization).
Alternate Language Used by Some Churches where appropriate:
Instead of “ to be used at their discretion to assist in the ministries of the Church” some churches and organizations will give a choice to their donors:
Select one:
( ) to be used by the Vestry of the Church in accordance with the Undesignated Gift Policy.
( ) for the permanent endowment fund of the Church
( ) for the following designated purpose(s):________________________________
Source: The Episcopal Church Foundation