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Bequest Language

One way for you to support The Bishop's School mission is to leave us a bequest. A bequest is a gift made to charity in your will or trust. One significant benefit of making a gift by bequest is that it allows you to continue to use the property you will leave to charity during your life. Another benefit is that by making a bequest you are able to leave a lasting legacy.

Types of Bequests

There are a number of ways you can make a bequest to THE BISHOP'S SCHOOL. You can leave what is called a specific bequest. A specific bequest involves making a gift of a specific asset such as real estate, a car, other property or a gift for a specific dollar amount. For example, you may wish to leave your home or a specific amount of money to THE BISHOP'S SCHOOL. Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to THE BISHOP'S SCHOOL.

Another kind of bequest is called a residual bequest. A residual bequest is a bequest that is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving of a percentage of the residue of the estate to charity. For example, you may wish to leave 30% of the residue of your estate to THE BISHOP'S SCHOOL.

Bequest Benefits

There are no limitations on bequest gifts. Bequests may be made for a general or specific purpose. All bequests are exempt from federal estate taxes. If you have a taxable estate, the estate tax charitable deduction may offset or eliminate estate taxes resulting in a larger inheritance for your heirs.

Bequest Language

In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to THE BISHOP'S SCHOOL in your estate plan. We have provided some basic bequest language to assist you and your attorney.

  1. Outright Bequest

    If you are considering making an outright bequest to THE BISHOP'S SCHOOL, we recommend the following language:

    • Bequest of a Specific Dollar Amount

      I hereby, give, devise and bequeath $DOLLARS to THE BISHOP'S SCHOOL, a nonprofit corporation as described in section 170 (c) of the Internal Revenue Code (Tax ID #95-1642362) for its general use and purposes. The Bishop's School is located at 7607 La Jolla Blvd., La Jolla, California 92037.

    • Bequest of Specific Personal Property

      I hereby, give, devise and bequeath DESCRIPTION OF PROPERTY to THE BISHOP'S SCHOOL, a nonprofit corporation as described in section 170 (c) of the Internal Revenue Code (Tax ID #95-1642362) for its general use and purposes. The Bishop's School is located at 7607 La Jolla Blvd., La Jolla, California 92037.

    • Bequest of Specific Real Estate

      I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to THE BISHOP'S SCHOOL, a nonprofit corporation as described in section 170 (c) of the Internal Revenue Code (Tax ID #95-1642362) for its general use and purposes. The Bishop's School is located at 7607 La Jolla Blvd., La Jolla, California 92037.


  2. Restricted Bequest

    If you are considering a bequest but would like to ensure that your bequest will be used only for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give that will ensure your charitable objectives can be met. We will also work with you and your attorney to craft language to accomplish your objectives. In cases where donors are making a restricted bequest, we recommend that your attorney include the following provision to give THE BISHOP'S SCHOOL flexibility should it no longer be possible for The Bishop's School to use your gift as you originally intended: If, in the judgment of the Board of Directors of THE BISHOP'S SCHOOL, it shall become impossible for THE BISHOP'S SCHOOL to use this bequest to accomplish the specific purposes of this bequest, THE BISHOP'S SCHOOL may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.

Contact Us

Please contact John Trifiletti at 858-875-0851 if you have any questions about how to make a bequest to THE BISHOP'S SCHOOL or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.
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THE BISHOP’S SCHOOL     7606 La Jolla Boulevard     La Jolla, CA 92037     (858) 459-4021
Founded in 1909 and affiliated with the Episcopal church, The Bishop’s School is an independent coeducational college preparatory day school for students in grades six through twelve who live throughout San Diego County.
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