Saint Perpetua Catholic Church

Charitable Bequests

 

A charitable bequest is simply a distribution from your estate to a charitable organization through your last will and testament or living trust. There are different kinds of bequests. For each, you must use very specific language to indicate the precise disposition of your assets, and to successfully carry out your final wishes. Charitable bequests can provide an estate tax deduction which may reduce your estate's taxes.  We recommend that you carefully review the terms of your will or living trust with a professional trained in handling trusts and estates. 

 

For bequests to St. Perpetua Church, the following language should be used to designate the beneficiary:

 

Roman Catholic Bishop of Oakland, a corporation sole for further credit to (St. Perpetua Church) for its (general purposes).

 

You may similarly designate the funds to go the the St. Perpetua School and can designate a specific purpose if you desire.  However, if you wish to designate something other than general purposes, it is best to check with the church office to make sure the wording in the bequest will direct your donation according to your wishes.

 

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