Bequests by Will
If you would like to help secure the future of Saint Agnes School at no cost today, consider planning a gift in your legal will. Courtesy of our partners at FreeWill, you can create your legal will and plan your gift online in just 20 minutes, and protect your loved ones as you establish a legacy with Saint Agnes.
A bequest is an excellent way to provide for Saint Agnes while retaining assets during your lifetime.
If you would prefer to work with an attorney on your estate plan, this secure tool can also be used to document your wishes first, saving you time and money with your lawyer.
If you already have a will, you can also simply share this sentence with your attorney or financial planner.
"I hereby bequeath to Saint Agnes School in St. Paul, MN, federal tax id# 41-0694737, ________% of my estate (or specific asset or sum of $_____ to gift)."
If you have already included a gift to Saint Agnes in your will or trust, please complete a short form to let us know. We would love to thank you and invite you to join the Saint Agnes Legacy Society.
*This is merely suggested wording; please consult your attorney or an estate planning professional when preparing legal documents.
NOTE: Retirement accounts, donor advised funds (DAFs), and life insurance benefits typically pass by "beneficiary designation" and are not controlled by a will or trust. Designate part or all of your retirement accounts, DAFs or life insurance policies and make a meaningful gift in support of the students at Saint Agnes School.
Contact us for more information:
651-925-8811 | Advancement@saintagnesschool.org