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Support Our Future
Bequests to The Jesuit Retreat Center of Los Altos
Q. How do I include The Jesuit Retreat Center of Los Altos in my will or living trust?
A. The most common way people remember The Jesuit Retreat Center of Los Altos in a will or living trust is through a charitable bequest. You do not have to rewrite your current documents. You simply add an amendment, called a codicil, to your will or living trust. Here is some suggested language you can have your attorney review:
I give devise and bequeath to The Jesuit Retreat Center of Los Altos (tax I.D. 94-1230997), located in Los Altos, California, the sum of ________________________________ dollars ($ _______________)
(or state a percentage of your estate, or describe real or personal property, including exact location) for the benefit of its general purposes (or specify The Jesuit Retreat Center of Los Altos program you wish to support).
Your bequest is entirely under your control during life and becomes irrevocable only at death. If you have questions about bequests, call Dr. Tom Powers., at 650-917-4049 or email tpowers@jrclosaltos.org.
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