How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

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Advisors Guide for Planned Giving

Gifts from Wills and Trusts:

When making a charitable gift to a nonprofit organization, it is vital the legal name of the charity, city and other identifying details be used. To name Carrollton School of the Sacred Heart in your will or trust please use the following suggested language:

Residual Bequest Language
A residual bequest comes to us after your estate expenses and specific bequests are paid:

I give and devise to Carrollton School of the Sacred Heart, Miami, FL,  (EIN 59-6082015) all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).

Specific Bequest Language
You can also name Carrollton School of the Sacred Heart as a beneficiary of a specific amount from your estate:

I give and devise to Carrollton School of the Sacred Heart, Miami, FL,  (EIN 59-6082015) the sum of $ ________________________ (or "____ shares of __________________ stock") to be used for its general support (or for the support of a specific fund or program).

Contingent Bequest Language
Carrollton School of the Sacred Heart can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

If (insert individual heir's name) is not living at the time of my demise, I give and devise Carrollton School of the Sacred Heart, Miami, FL,  (EIN 59-6082015) the sum of $ (or "all" or " ___________ percentage of the residue of my estate") to be used for its general support (or for the support of a specific fund or program).

GIFTS OF DTC SECURITIES

Stocks, Registered Bonds and Bearer Bonds should be moved to our position at Depository Trust Company. All depository eligible securities should be delivered to:

Depository Trust Company
The Northern Trust Company
Trust Department
Participant # 2669
Account: Covenant of Sacred Heart Miami
Account number: 26-47242

GIFTS OF PHYSICAL SECURITIES

Physical Issues should be sent via registered mail to:

The Northern Trust Company
Attn: Trade Securities Processing, C1N
801 South Canal Street
Chicago, IL 60607
Account: Covenant of Sacred Heart Miami
Account number: 26-47242

BENEFICIARY GIFTS FROM RETIREMENT PLANS, LIFE INSURANCE, BROKERAGE ACCOUNTS OR ANY OTHER PLAN WITH A BENEFICIARY DESIGNATION:

Please contact your plan provider for a change of beneficiary form. Once you have filled out the form, please send a copy to Isabel Singletary, Special Assistant to the President for Advancement at isingletary@carrollton.org

Legal name: Carrollton School of the Sacred Heart
Tax ID number: 59-6082015
Address: 3747 Main Highway
Miami,  FL  33133

NOTE TO ATTORNEYS, ACCOUNTANTS AND OTHER PROFESSIONAL ADVISORS:

Thank you for helping your client with their charitable planning. As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients' philanthropic objectives into wellcrafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

If you have any questions or concerns, please call 305-446-5673, ext 1230 or email isingletary@carrollton.org.

Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial adviser.

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