Planned Giving Guide
Gifts from Wills and Trusts:
When making a charitable gift to a nonprofit organization, it is vital the legal name of the charity, city and other identifying details be used. To name Mount de Sales Academy in your will or trust please use the following suggested language:
Residual Bequest Language A residual bequest comes to us after your estate expenses and specific bequests are paid:
I give and devise to Mount de Sales Academy, Macon, GA, (EIN ) all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).
Specific Bequest Language You can also name Mount de Sales Academy as a beneficiary of a specific amount from your estate:
I give and devise to Mount de Sales Academy, Macon, GA, (EIN ) the sum of $ ________________________ (or "____ shares of __________________ stock") to be used for its general support (or for the support of a specific fund or program).
Contingent Bequest Language Mount de Sales Academy can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:
If (insert individual heir's name) is not living at the time of my demise, I give and devise Mount de Sales Academy, Macon, GA, (EIN ) the sum of $ (or "all" or " ___________ percentage of the residue of my estate") to be used for its general support (or for the support of a specific fund or program).
Gifts of Appreciated Securities
Mount de Sales Academy’s Broker: Stifel- Stephen Murphey/Craig Murphey
DTC: 0793
Attn: 478-743-4171
5777 Mulberry St Suite 1200
Macon,
GA
31201
Tax ID Number: 58-0865199
Beneficiary Gifts From Retirement Plans, Life Insurance, Brokerage Accounts or Any Other Plan With a Beneficiary Designation:
Please contact your plan provider for a change of beneficiary form. Once you have filled out the form, please send a copy to Brendan O’Kane, President, Mount de Sales Academy at brendan.okane@mountdesales.net
Legal name: Mount de Sales Academy
Tax ID number: 58-0865199
Address: 851 Orange St
Macon, GA 31201
Note To Attorneys, Accountants, and Other Professional Advisors:
Thank you for helping your client with their charitable planning. As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.
We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients' philanthropic objectives into wellcrafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.
If you have any questions or concerns, please call 478-751-3240 ext. 102 or email brendan.okane@mountdesales.net.
Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial advisor.