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Making a Gift Through a Will or Trust

How it Works:

  • Include a bequest to St. Elizabeth School Foundation in your will or trust. Make your bequest unrestricted or direct it to a specific purpose.

  • Indicate a specific amount, or a percentage of the balance remaining in your estate or trust.

  • You can also name St. Elizabeth School as the remainder beneficiary of a special needs trust.


Benefits:

  • Your assets remain in your control during your lifetime.

  • You can modify your gift to address changing circumstances.

  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).

  • Under current tax law there is no upper limit on the estate tax deduction for your charitable bequests.


Sample Bequest Language:
 

A Specific Bequest to St. Elizabeth School Foundation: "I give, devise, and bequeath to St. Elizabeth School Foundation, located at 801 Argonne Drive, Baltimore, Maryland 21218-1998 $_______."
 

A Percentage Bequest to St. Elizabeth School Foundation: "I give, devise, and bequeath to St. Elizabeth School Foundation, located at 801 Argonne Drive, Baltimore, Maryland 21218-1998 _______ percent of my estate."
 

A Residual Bequest to St. Elizabeth School Foundation: "All the residue of my estate, including real and personal property, I give, devise, and bequeath to St. Elizabeth School Foundation, located at 801 Argonne Drive, Baltimore, MD 21218-1998."​

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If you are interested in giving to SES through a planned giving vehicle, please contact the SES Development Office at 410-889-5054, ext. 1152.

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