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Saint Mary's Home

Please note that gifts of this nature should be carefully considered in relation to your comprehensive financial and estate plans. We strongly recommend that you review all such arrangements with your own personal legal and financial advisors. The following are meant to be examples for illustration only.

• When including a bequest provision in your will, always use the full legal name and provide the federal taxpayer identification number.
  
  
• The College's full, legal name is: "The Corporation of Saint Mary's College, Notre Dame."
  
  
• The College's federal taxpayer identification number is: 35-0868158.

Bequests for Unrestricted Purposes

Unrestricted gifts are to be used for the greatest need of the College at the time as determined by the Board of Trustees of Saint Mary's College. A general unrestricted bequest is especially valued by Saint Mary's.

For a bequest of securities, the recommended language is: "I give to the Corporation of Saint Mary's College, Notre Dame all of my shares of XYZ stock or mutual fund to be used for the benefit of the College."

For a bequest of cash, the recommended language is: "I give to the Corporation of Saint Mary's College, Notre Dame the sum of (Amount) to be used for the benefit of the College."

If you do not want to specify the exact amount or nature of the intended gift, perhaps because the size of the future estate is difficult to estimate, a proportional bequest is often the best way to accomplish your goals. The College would receive a percentage of the estate or the residue of the estate, after all other provisions have been met.

Recommended language is: "I give to the Corporation of Saint Mary's College, Notre Dame (percent) of my estate, or (percent of the rest, residue and remainder) of my estate to be used for the benefit of the College."

A contingent bequest takes effect only if the primary intention cannot be met (e.g. if the primary beneficiary does not survive the donor). This ensures that property will not be distributed to unintended beneficiaries.

Recommended language is: "If (name of primary beneficiary) does not survive me, or shall die during the administration of my estate, or as a result of a common disaster, then I give to the Corporation of Saint Mary's College, Notre Dame all of the rest, residue, and remainder of my estate, to be used for the benefit of the College."

Bequests for Restricted Purposes

If you would like to honor a family member, a special faculty member or provide support for a specific program or department that was meaningful to you, you can designate your bequest specifically for that purpose. You simply use any form of the recommended language included above, and replace "to be used for the benefit of the College" with the specific designation. Often specific guidelines govern use of these types of funds. Therefore, we recommend that you contact us to discuss your restricted gift. We are here to help you as you plan.

Thank you for remembering Saint Mary's.