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Legacy Society

Legacy Society


Serra’s Legacy Society consists of alumni and friends who have included Serra in their will.

To become an active member of the Legacy Society, please contact Lauren Wiater at wiaterl@serrahs.org or call 412-751-2020 x105.  

If you would like to include Serra in your will, the following information is provided as a guide:




Serra Catholic High School


Suggested Bequest Language

to Name Serra in your Will

(Please consult your attorney for specific questions or concerns.  This information is offered as general guidance only.)


Residual Gift Language

A residual bequest comes to us after your estate expenses and specific bequests are paid:

I give and devise to the Serra Catholic High School (Tax ID #20-5696522), located in McKeesport, PA, 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 Gift Language

Naming the Serra Catholic High School as a beneficiary of a specific amount from your estate is easy:

I give and devise to Serra Catholic High School of (Tax ID #20-5696522), located in McKeesport, PA, the sum of $___________ (or asset) to be used for its general support (or for the support of a specific fund or program).

Contingent Gift Language

Serra Catholic 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 name) is not living at the time of my demise, I give and devise to Serra Catholic High School (Tax ID #20-5696522), located in McKeesport, PA, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program).


SAMPLE CODICIL

[date]

I, [name], a resident of the County of [county], State of [state], declare that this is the codicil to my last will and testament, which is dated [date original signed].
I add or change said last will in the following manner:
[List all specific changes or additions to the original will. Reference each section number of the will and the specific language you will be affecting. This is where you could include a bequest to support our mission. See our suggested bequest language that can assist you.]
Otherwise, I hereby confirm and republish my will dated [date original signed], in all respects other than those herein mentioned.
I subscribe my name to this codicil this [day, e.g. 1st] day of [month], [year], at [full address where signed], in the presence of [full name of first witness to codicil], [full name of second witness to codicil], and [full name of third witness to codicil], attesting witnesses, who subscribe their names here in my presence.
___________________________________
Maker

ATTEST:
On the date last above written,
[name], known by us to be the person whose signature appears at the end of this codicil, declared to us, [full name of first witness to codicil], [full name of second witness to codicil], and [full name of third witness to codicil], the undersigned, that the foregoing instrument, consisting of [number of pages to codicil] page(s) was the codicil to the will dated [date original signed]; who then signed the codicil in our presence, and now in the presence of each other, we now sign our names as witnesses.

_____________________________________    
Witness

Address:
       _____________________________
       _____________________________
       _____________________________
                                               

_____________________________________    
Witness

Address:
       _____________________________
       _____________________________
       _____________________________

Disclaimer:  Please have your will or codicil drafted by an attorney who is familiar with the estate laws of the state where you live. We are not engaged in legal or tax advisory service.
Serra Catholic High School is a qualified 501(c)(3) tax-exempt organization.