A bequest is a simple and familiar way to remember Cristo Rey Jesuit High School in your estate plan. To include us in your will, you can provide this suggested language to your attorney:
“I give to Cristo Rey Jesuit High School Milwaukee, 1818 W National Ave, Milwaukee, Wisconsin 53204 or its lawful successor (here specify your bequest).”
A bequest can take one of three forms:
- A specific bequest provides for a designated sum or specific asset – for example, real estate, securities, or other property – from your estate
- A percentage designates a fixed share of your estate
- A residual bequest conveys the balance of your estate after taxes, expenses, debts and other specific bequests have been paid
Name Cristo Rey Jesuit High School Milwaukee as a percentage beneficiary of your retirement plan assets and your estate will receive the appropriate estate tax deduction. We can also be named as a beneficiary of a charitable remainder trust or charitable lead trust, but we are not in a position to serve as a trustee of a charitable trust. In addition, donors may name Cristo Rey Jesuit High School Milwaukee as beneficiary of all or a percentage of a fully paid life insurance policy that is no longer needed.
Thank you to organizations like Catholic Community Foundation for supporting Cristo Rey Jesuit.