Wills and Beneficiary Designations

Naming St. Bernard’s as the beneficiary of a bequest is a simple way to forge a legacy that will last for decades. We encourage you to consult with your legal and financial advisor to choose a gift that works best for you and your interests. It is important that you inform us of any gifts, now or set for the future, so that we can ensure proper usage and stewardship of your gift!

Gift in your Will or Living Trust

Naming St. Bernard’s in your will or living trust allows you to establish a legacy that will last for decades to come. It also gives you the flexibility to adjust your will in the future.

A bequest can be made for a specific dollar amount, a percentage of our estate, certain assets, or a remainder amount. When drafting your request, you can consider using the following language:

“I give to St. Bernard’s School of Theology and Ministry, a nonprofit institution located at 120 French Road, Rochester, NY 14618, or its successor thereto, _________ (description of gift) for its unrestricted charitable use and purpose.”

“I give to St. Bernard’s School of Theology and Ministry, a nonprofit institution located at 120 French Road, Rochester, NY 14618, or its successor thereto, _________ (description of gift). This gift should be used for _____(state your intended purpose) so long as St. Bernard’s determines that the need exists. f Providence College shall determine at the outset or at a later time that the need does not exist, or no longer exists, or for some reason it is not possible (or prudent) to administer my gift as originally intended, then St. Bernard’s may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above."

Legal Name: St. Bernard’s School of Theology and Ministry

Federal Tax ID Number: 16-07431490928

Address: 120 French Road Rochester, NY 14618

Beneficiary Designations

You can leave your mark on St. Bernard’s without a bequest in your will or living trust. Instead, naming St. Bernard’s as the beneficiary of specific policies, funds, or assets provides you flexibility. St. Bernard’s can be named as the beneficiary of IRAs and retirement plans, life insurance policies, donor advised funds, and appreciated annuities. Your policy or plan administrator can provide you with a change of beneficiary form that allows you to make your gift.

Legal Name: St. Bernard’s School of Theology and Ministry

Federal Tax ID Number: 16-07431490928

Address: 120 French Road Rochester, NY 14618