The following language may help you and your attorney when drawing up a bequest that meets your needs.
“I give, devise and bequeath to the Catholic Diocese of Austin, (% of my estate/amount/item/asset) to be used (choose one of the following):
- for religious, charitable, or educational purposes to be used in accordance with the instructions of the Bishop of the Catholic Diocese of Austin as he, in his discretion, instructs.
- for the religious, charitable, or educational purposes of (INSERT NAME OF PARISH OR OTHER DIOCESAN INSTITUTION) or, if no longer in existence, as the Bishop of the Catholic Diocese of Austin, in his discretion, decides.
- for (STATE SPECIFIC PURPOSE) or, if not possible, as the Bishop of the Catholic Diocese of Austin, in his discretion, decides”
*If you are interested in supporting a specific project or program, it is best to discuss your plans with our planned giving professionals before completing your bequest language to confirm your wishes can be met by the Diocese of Austin.
Please note: The policies of the Diocese of Austin do not allow the diocese or its representatives to serve as personal representative, executor, trustee or witness for a will or trust.
Useful Legal Information
Legal name: Catholic Diocese of Austin
Address: 6225 Hwy. 290 East, Austin, TX 78723
Federal Tax ID number: 74-1542827
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Scott Whitaker
Secretariat Director | Office of Stewardship and Development
Executive Director | Catholic Foundation – Diocese of Austin