How to Give

Bequests in a Will

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Including Carolina Day School in Your Will

Make Carolina Day School a part of your personal legacy with a charitable gift from your estate.

Gifts from Wills and Trusts:

When making a charitable gift to a nonprofit organization, it is vital that the charity's legal name, address and other identifying details be used. To name Carolina Day School 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 Carolina Day School, Ashville, NC,  (EIN 56-0125490) 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 Carolina Day School as a beneficiary of a specific amount from your estate:

I give and devise to Carolina Day School, Ashville, NC,  (EIN 56-0125490) 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
Carolina Day School 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 Carolina Day School, Ashville, NC,  (EIN 56-0125490) 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).
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© Planned Giving Marketing. This document is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.