Bequests

An Ultimate Gift. A Bequest in One's Will.

Alumnae, parents and friends of St. Catherine’s often seek ways to perpetuate their support for the school. A bequest is a simple and effective way to continue your contribution to St. Catherine’s beyond your lifetime.

A bequest can:
  • endow your annual gift in perpetuity
  • provide general endowment through the St. Catherine’s School Foundation for future needs not yet imagined
  • underwrite the critical needs of the School from resources you no longer need
A bequest gift to the Foundation is easy to make with an attorney’s help. Bequest provisions can be written to suit your exact inclination, whether that is to give the School
  • a particular percentage of your estate value,
  • a specific dollar amount, or
  • a specific item of real property.
Adding St. Catherine's to an existing will:
  • If your current will does not need revision, your attorney can provide you with a simple addition to your will, known as a codicil, that will make provision for St. Catherine's while leaving the rest of your will intact.
This website presents general information only and should not construed as legal financial, accounting, or other professional advice. Please seek professional assistance to determine how any giving approach discussed here might impact your situation.

Sample Bequest Language

Please show the language below to your attorney, who can modify it to suit your specific needs.

Percentage of residue after expenses and other bequests:
“I devise and bequeath (all/or ___%) of the remainder of my property to The St. Catherine’s School Foundation, Richmond, Virginia, to be used or disposed of as its Board of Directors in its sole discretion deems appropriate.”

A specific dollar amount:
“I bequeath the sum of $______ to The St. Catherine’s School Foundation, Richmond, Virginia, to be used or disposed of as its Board of Directors in its sole discretion deems appropriate.”

Specific personal property:
“I bequeath to The St. Catherine’s School Foundation, Richmond, Virginia, __________ to be used or disposed of as its Board of Directors in its sole discretion deems appropriate.”

Specific real property:
“I devise all of my right, title, and interest in and to the real estate located at                       to The St. Catherine’s School Foundation, Richmond, Virginia, to be used or disposed of as its Board of Directors in its sole discretion deems appropriate.

A bequest for a purpose other than unrestricted use:
“I bequeath the sum of $_______ to The St. Catherine’s School Foundation, Richmond, Virginia, for the following use and purpose <description of purpose>.” 

For a gift subject to a restriction, we suggest including the following provision:

“If in the judgment of the Board of Directors of The St. Catherine’s School Foundation, it becomes impossible to accomplish the purposes of this gift, the income or principal may be used for such related purposes and in such manner as may be determined by its Board of Directors.”
6001 Grove Avenue | Richmond, Virginia 23226 | (p) 804.288.2804 |  (f) 804.285.8169
Experts in the way girls learn best, St. Catherine’s offers a rigorous liberal arts education, Mandarin Chinese and Spanish (JK- grade 12), JK- grade 12 STEM (Science, Technology, Engineering, Mathematics) and 23 AP classes and 33 honors classes. Call us today for a tour 804-288-2804.