Remembering the Capuchin Friars in Your Will or Trust
A Simple and Enduring Way to Leave a Legacy
If questions arise along the way, our Planned Giving Office is always glad to help:
Phone: 412.682.1300
Email: StephaniePedersen@Capuchin.com
For many people, a bequest is the most natural way to express gratitude for the Capuchin friars and their presence in their lives. By remembering the Capuchins in your will or trust, you can make a lasting gift that reflects your faith, values, and care for future generations.
A bequest allows you to provide for your loved ones first, while also ensuring the Capuchin friars are able to continue their mission of prayer, service, and fraternity.
What Is a Bequest?
A bequest is a gift made through your will or trust that takes effect at the end of your lifetime. It may be added when you create your estate plan or included later through a simple amendment, often called a codicil.
Bequests are among the most common and meaningful forms of planned giving.
Why Consider a Bequest?
Many people choose to include a bequest because it is:
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Simple – Often added with a brief provision in your will or trust
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Flexible – You may change your plans at any time
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Meaningful – Allows you to make a lasting gift without affecting your current financial security
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Enduring – Reflects the values and faith that have guided your life
For some, a bequest is a quiet expression of gratitude. For others, it becomes a defining part of their legacy. Both are deeply appreciated.
Ways to Structure a Bequest
There are several ways a bequest may be arranged, depending on your wishes and circumstances. Common options include:
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A gift of a specific dollar amount
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A gift of a percentage of your estate
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A gift of the residue (what remains after other provisions are met)
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A contingent bequest, which takes effect if other beneficiaries are no longer living
Your attorney or estate planning advisor can help determine which approach best reflects your intentions.
Letting Us Know of Your Intentions
While there is no obligation to do so, many donors choose to let the Capuchins know when they have included a bequest in their plans. Sharing this information allows us to:
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Thank you personally
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Ensure your wishes are understood
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Welcome you into our legacy society
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Remember you with gratitude and prayer
All information is kept confidential and shared at your discretion.
A Thoughtful Way to Plan
A bequest is a way of looking ahead with hope and care. It allows you to support the Capuchin friars beyond your lifetime while remaining fully attentive to the needs of your family and loved ones today
We Are Here to Help
If you have questions about including the Capuchins in your will or trust – or would like sample language to share with your attorney – we would be glad to assist. Conversations are always confidential and without obligation.
A Note of Gratitude
Those who choose to remember the Capuchin friars in their plans are welcomed into our legacy society, the Capuchin Heritage Circle, where they are remembered with gratitude and prayer.
Disclaimer
This information is not intended as legal, tax, or financial advice. Please consult your personal advisors before making a gift.