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Planned Giving Office

Sally Cleary, CFRE
Vice President for Institutional Advancement
Phone: (973) 290-4455
scleary@cse.edu

Lisa Marie Gerondeau
Advancement Officer
Phone: (973) 290-4711
lgerondeau@cse.edu

Bequest Language for Donors

Bequest Language for Donors

The following is intended to help you and your attorney in drafting a bequest that satisfies your individual interests.  As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding CSE, be sure the organization’s correct legal name appears in all final documents as:

“College of Saint Elizabeth, a New Jersey nonprofit corporation, or its successor, Federal Tax Identification Number: 22-1529785.”

General Bequest of a stated sum of money may be worded:

“I give to College of Saint Elizabeth, a New Jersey nonprofit corporation, or its successor, Federal Tax Identification Number 22-1529785 [insert here the exact dollar amount].”

Specific Bequest of a certain asset from your estate may be worded:

“I give to College of Saint Elizabeth, a New Jersey nonprofit corporation, or its successor, Federal Tax Identification Number 22-1529785, [insert here a description of the particular property].”

A Residuary Bequest, after other bequests and expenses have been paid, may be worded:

“I give to College of Saint Elizabeth, a New Jersey nonprofit corporation, or its successor, Federal Tax Identification Number 22-1529785, all [or a portion] of the rest, residue and remainder of my estate.”

Contingent Bequest if the Testator is not survived by certain individuals:

“If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to College of Saint Elizabeth, a New Jersey nonprofit corporation, or its successor, Federal Tax Identification Number 22-1529785,  [insert here the exact dollar amount, description of property, or percentage of residual estate].”

 

Who We Are

Founded in 1899 by the Sisters of Charity of Saint Elizabeth, the College of Saint Elizabeth has a strong tradition of concern for the poor, for developing leadership in a spirit of service and social responsibility, and a commitment to the promotion of women as full partners in society.

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2 Convent Road
Morristown, NJ 07960-6989
973-290-4000

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