Planned Giving FAQs
Q. What is gift planning?
A. Gift Planning is planned giving—a strategy on how to make a tax-wise testamentary gift that works best for you, your heirs and other beneficiaries.
Q. Why should I consider gift planning?
A. Philanthropy has several forms. In other words, there are many ways to give: outright donations, annual unrestricted contributions, gifts for a specific purpose, and deferred gifts that are given out at some point in the future. Through gift planning, grandparents, parents, alumni and friends can support the work of the Sister of Notre Dame for years to come. Your planned gift will strengthen our ability to accomplish plans for the future. You can make a contribution to the Sisters of Notre Dame by designating it as a beneficiary in your will, living trust, life insurance or retirement plan account.
Q. What is the Federal tax identification for the Sisters of Notre Dame?
A. The federal tax ID number is 95-2005867
Q. What are the ways someone can designate a gift through their will?
A. There are several ways to make a bequest: percentage, dollar amount, residue.
Q. Is there specific wording for the different types of bequest?
A. Sample bequest language for
Percentage: “I give, devise and bequeath to the Sisters of Notre Dame of Los Angeles, located in Thousand Oaks, California, ___ percent of my estate.”
Dollar Amount: “I give, devise and bequeath to the Sisters of Notre Dame of Los Angeles, located in Thousand Oaks, California, $_____.”
Residue: “All the residue of my estate, including real and personal property, I give, devise and bequeath to the Sisters of Notre Dame of Los Angeles, located in Thousand Oaks, California.” (The residue of the donor’s estate is the remainder after other bequests have been granted.)
Q. How can I notify the Sisters of Notre Dame of Los Angeles about an estate gift?
A. You can write to the Sisters of Notre Dame, 1776 Hendrix Avenue, Thousand Oaks, CA 91360, call (805) 496-3243, or send email via the website www.sndca.org