Bellarmine Preparatory School

Giving to Bellarmine / Legacy Giving / Details For Designating Bellarmine in Your Will


Details For Designating Bellarmine in Your Will

Below are details you will need to designate Bellarmine in your Will:

Bellarmine Preparatory School located in Tacoma, Washington

The legal name to be used when making gifts to Bellarmine via Wills, Trusts, and other gift-transfer documents.

Federal Tax I.D. number: 91-1109930

If you would like a copy of the confirming IRS letter determining our tax-exempt status, please contact Amy de Guia in the Bellarmine Development Department at (253) 761-3520.

Sample Language for Including Bellarmine in Your Will or Living Trust

1. Specific dollar amount of my estate

“I give and devise, to Bellarmine Preparatory School (Federal Tax I.D. # 91-1109930) located in Tacoma, Washington, the sum of $_________ to be used for its general support (or for a specific intent or program).”

2. Percent of my estate

“I give and devise to Bellarmine Preparatory School (Federal Tax I.D. # 91-1109930) located in Tacoma, Washington, _______% of my estate to be used for its general support (or for a specific intent or program).”

3. Residual gift comes to Bellarmine after estate expenses and specific bequests

“I give and devise to Bellarmine Preparatory School (Federal Tax I.D. # 91-1109930) located in Tacoma, Washington, all (or a stated percentage) of the rest, residue and remainder of my estate, both real and personal, to be used for it general support (or for a specific intent or program).”