Shaping the Future for Stone Ridge School of the Sacred Heart
By including Stone Ridge School of the Sacred Heart in your estate you demonstrate your belief in its mission and your desire to safeguard its future. What a wonderful legacy. A planned gift may be as simple as a bequest in your will, or you may list SR as a beneficiary of your IRA or life insurance policy.
The following includes sample text to assist you and your financial advisor as you consider your estate plans.
Melissa C. Prather
Director of Institutional Advancement
301.657.4322 ext. 1713
- Sample Gift Language for your Will or Revocable Living Trust
- Residual Gift Language
- Specific Gift Language
- Contingent Gift Language
- Retirement Plan Beneficiary Language
- Customized Language
- HIC ET NUNC SOCIETY
A residual bequest comes to us after your estate expenses and specific bequests are paid:
I give and devise to Stone Ridge School of the Sacred Heart, located in Bethesda, MD, 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).
Naming Stone Ridge School of the Sacred Heart as a beneficiary of a specific amount from your estate is easy:
I give and devise to Stone Ridge School of the Sacred Heart, located in Bethesda, MD, the sum of $___________ (or asset) to be used for its general support (or for the support of a specific fund or program).
Stone Ridge School of the Sacred Heart or its affiliates 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 name) is not living at the time of my demise, I give and devise to Stone Ridge School of the Sacred Heart, located in Bethesda, MD, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program).
You may name Stone Ridge School of the Sacred Heart as a beneficiary of your IRA or other qualified retirement benefits. Donors should consult with their tax advisor regarding the tax benefits of such gifts.
Naming Stone Ridge as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming Stone Ridge as a beneficiary of a retirement plan, the donor maintains complete control over the asset while living, but at the donor's death the plan passes to support Stone Ridge free of both estate and income taxes.
Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change-of-beneficiary form from your plan administrator. When you have finished, please return the form to your plan administrator and notify Stone Ridge School of the Sacred Heart. We can also assist you with the proper language for your beneficiary designation to Stone Ridge.
If you or your attorney would like Stone Ridge to provide you with customized beneficiary language that is specific to your goal and interest, please contact Melissa Prather, Director of Institutional Advancement at 301.657.4322 x 352 or email@example.com.
The Hic et Nunc Society (Here and Now) has been established to recognize individuals and families who have made provisions for future gifts to Stone Ridge through their estate plans. By becoming a member of this society, you are serving as an inspiration for others to make similar gifts to uphold the tradition of a Sacred Heart education that began more than two hundred years ago with St. Madeleine Sophie Barat.
HIC ET NUNC SOCIETY
Estate of Anne Newby Williams
Ms. Alexandra Armstrong '56
Mrs. Leonora Rocca Bernheisel '55
Mr. Jerry Bullock
Ms. Frances B. Call '58
Dr. and Mrs. Jose Tarcisio M. Carneiro
Ms. Nancy Lewis Clark '62
Mr. and Mrs. Michael L. Denger '67
Dr. and Mrs. Chester A. DiLallo
Mrs. Catherine S. Dott
Mr. and Mrs. James V. Durkin
Dr. Olga and Mr. Carl Fairfax '58
Ms. Cynthia Wright and Mr. Joseph Fraundorfer
Dr. and Mrs. David S. Freitag
Mr. Wiley N. Jones
Dr. and Mrs. Albert R. Jonsen '57
Ms. Margaret Mary Keppel Kelley '62
Ms. Marie Isabel Laurion '88
Dr. and Mrs. Ronald Manderscheid
Mrs. Dominique Verheyen Martinet '62
Mrs. Mary Jane Maslyar
Ms. Eileen C. Mayer '70
Dr. Helen Fox Moody '65
Mrs. Mary Frances O'Connor Moriarty '48
Mrs. Nancy Bradford Ordway '56
Ms. Penelope E. Prior '88
Dr. Amy C. Richardson '72
Mr. and Mrs. Lewis Rumford, III
Mrs. Eileen M. Trevisan
Mrs. Sheryl A. Watkins Wilbon '84