Planned Giving Guide
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 Cristo Rey Philadelphia High School 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 Cristo Rey Philadelphia High School, Philadelphia, PA, (EIN 27-3106321) 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 Cristo Rey Philadelphia High School as a beneficiary of a specific amount from your estate:
I give and devise to Cristo Rey Philadelphia High School, Philadelphia, PA, (EIN 27-3106321) 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 Cristo Rey Philadelphia High School 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 Cristo Rey Philadelphia High School, Philadelphia, PA, (EIN 27-3106321) 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 Appreciated Securities
Cristo Rey Philadelphia High School’s Broker: The Haverford Trust Company
DTC: 2116 FIFTH CIN
Attn: Elissa Faraglia | Portfolio Manager
efaraglia@haverfordquality.com
Account number: 10039791203
Tax ID Number: 27-3106321
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 Kate Reilly, Director of Advancement at kreilly@crphs.org
Legal name: Cristo Rey Philadelphia High School
Tax ID number: 27-3106321
Address: 1717 West Allegheny Ave
Philadelphia, PA 19132
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 (215) 219-3943 ext. 1303 or email kreilly@crphs.org.
Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial advisor.