Leaving a Lasting Legacy

A Charitable Bequest is among the simplest and most-effective giving tools you can use to further the Lord's Kingdom! With a Charitable Bequest, you may leave a portion of your estate to Servants of the Father of Mercy through a living trust or a will. A Charitable Bequest could result in a significant tax savings for your estate and for your beneficiaries in the future.

You may also leave a lasting legacy by naming Servants of the Father of Mercy as a beneficiary of your life insurance policy, qualified retirement plan, or financial account.

If you would like more information on setting up an s.F.m. Charitable Bequest, please send an email to Contact@ServantsoftheFather.org

Servants of the Father of Mercy, Inc. is a California non-profit, tax-exempt 501 (c)(3)organization and a Private Association within the Roman Catholic Church, the Archdiocese of Los Angeles.

wills, living trusts & tips

A Living Trust provides a great way to avoid probate and support Servants of the Father of Mercy all at the same time.  For instance, if you have a large number of assets, you may want to consider a Living Trust. The Living Trust will help avoid probate and its fees. This strategy also allows you to leave a lasting legacy by making Servants of the Father of Mercy a beneficiary of your Living Trust.

Bequest Language Examples

Unrestricted Specific Bequest:  I give to Servants of the Father of Mercy, a California non-profit, tax-exempt 501 (c)(3) organization, tax identification #26-3855133, care of P.O. Box 42001, Los Angeles, CA 90042, the sum of (dollar amount) for its general corporate purposes.

Unrestricted Percentage Bequest: I give to Servants of the Father of Mercy, a California non-profit, tax-exempt 501 (c)(3) organization, tax identification #26-3855133, care of P.O. Box 42001, Los Angeles, CA 90042, ___ % of the rest and residue of my estate for its general corporate purposes.

Unrestricted Residual Bequest: I give, bequeath and devise the rest and residue of my estate to Servants of the Father of Mercy, a California non-profit, tax-exempt 501 (c)(3) organization, tax identification #26-3855133, care of P.O. Box 42001, Los Angeles, CA 90042, for its general corporate purposes.

Restricted Use Bequest: I give to Servants of the Father of Mercy, a California non-profit, tax-exempt 501 (c)(3) organization, tax identification #26-3855133, care of P.O. Box 42001, Los Angeles, CA 90042, 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 Servants of the Father of Mercy cannot fulfill your primary wish.

Unrestricted Bequest For Endowment: I give to Servants of the Father of Mercy, a California non-profit, tax-exempt 501 (c)(3) organization, tax identification #26-3855133, care of P.O. Box 42001, Los Angeles, CA 90042, the sum of (dollar amount) for its general endowment fund. For larger amounts, it may be possible to endow a specific position, mission or project.