When making a gift for Saint Alphonsus Liguori in your will or living trust, we recommend that you use the following terminology to ensure your gift is applied according to your wishes:
“I give (amount/percentage/asset/item) to Saint Alphonsus Liguori, Federal Tax ID Number: 36-2355081 located in Prospect Heights, Illinois for [**].
** Parish
the use and benefit of [insert name of Parish] located in [insert city] Illinois. However, if this Parish ceases to exist in its current form, then to the new parish or parishes erected in its stead.
** Saint Alphonsus Liguori
the general charitable, religious and educational purposes of Saint Alphonsus Liguori.
** Catholic School
the use and benefit of [insert name of school] located in [city] Illinois. However, if this school is suppressed and ceases to exist in its current form, then to the closest Catholic school in its stead.
** Ministry
the use and benefit of [insert name of ministry/program] located in [ city] Illinois. However, if this ministry/program is suppressed and ceases to exist in its current form, then to another ministry/program of the Church.
For more information about leaving a ministry of the Church in your Will, please contact Alyce Gilarski at 847-255-7452, x 143 or e-mail her at [email protected]
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.
For information on stock options, bequests or to talk more about the different options for including Saint Alphonsus Liguori in your will or estate plan, please contact:
Alyce Gilarski, Business Manager
411 North Wheeling Road
Prospect Heights, IL 60070
847-255-7452, x 101
.a.gilarski@saintalphonsus.com
• Additional information your bank or broker may need: 312.364.8130
William Blair & Company 150 North Riverside Plaza Chicago, Illinois 60606 • William Blair representativ
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.
For information on stock options, bequests or to chat more about the different options for including Saint Alphonsus Liguori in your will or estate plan, please contact:
Alyce Gilarski, Business Manager
411 North Wheeling Road
Prospect Heights, IL 60070
847-255-7452, x 101
a.gilarski@saintalphonsus.com
Legal Name: Saint Alphonsus Liguori
Federal Tax ID Number: 36-2355081
FEIN Number: 36-2355081
Examples: http://plannedgiving.archchicago.org/wills-and-living-trusts
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.