Here are some examples of how a gift by will (or revocable living trust) to St. George’s Episcopal Church might be worded. These examples can be adapted to suit your individual need. Please consult with your estate planning attorney for additional guidance. You can e-mail for St. George's Church to aogle@stgeorgesparish.org or for St. George's Academy to wlumpkin@stgeorges-academy.org. Or call us at (949) 847-4530.“I give, devise, and bequeath to St. George’s Episcopal Church, located at 23802 Avenida de la Carlota, Laguna Hills, California, Taxpayer ID# #95-2513407, all of the rest, residue, and remainder of my estate, both real and personal. This gift may be used for the church’s general purposes. To the extent possible, this gift shall be paid from income in respect of a decedent.”Or:“I give, devise, and bequeath to St. George’s Episcopal Church, located at 23802 Avenida de la Carlota, Laguna Hills, California, the sum of $______, to be used for the general purposes of the church. To the extent possible, this gift shall be paid from income in respect of a decedent.”Or for a trust:
“The trustee is directed to distribute the balance of the trust estate, including any assets subsequently added to the trust estate, to St. George’s Episcopal Church, located at 23802 Avenida de la Carlota, Laguna Hills, California. This gift may be used for the general purposes of the church. To the extent possible the trustee shall distribute this gift from income in respect of a decedent.”
These are merely suggestions as to content and should be written or adapted by your legal counsel to fit your individual situation.