How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

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Advisors Guide for Planned Giving

Gifts from Wills and Trusts:

When making a charitable gift to a nonprofit organization, it is vital the legal name of the charity, city and other identifying details be used. To name St. John's University in your will or trust please use the following suggested language:

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

"I hereby give, devise, and bequeath to St. John's University, New York, Jamaica, New York, Federal Tax ID number 11-1630830, all the rest, residue, and remainder of my estate."

Specific Bequest Language
You can also name St. John's University as a beneficiary of a specific amount from your estate:

"I hereby give, devise, and bequeath to St. John's University, New York, Jamaica, New York, Federal Tax ID number 11-1630830, the sum of ________."

Contingent Bequest Language
St. John's University 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 [name(s)] is not living at the time of my demise, I hereby give, devise, and bequeath to St. John's University, New York, Jamaica, New York, Federal Tax ID number 11-1630830, ____% of the rest, residue, and remainder of my estate."

GIFTS OF APPRECIATED SECURITIES

St. John's University's Broker: Pershing
DTC: 0443
Attn:

,  

Account number: 7NH-015490
Tax ID Number: 11-1630830 

BENEFICIARY GIFTS FROM RETIREMENT PLANS, LIFE INSURANCE, BROKERAGE ACCOUNTS OR ANY OTHER PLAN WITH A BENEFICIARY DESIGNATION:

Please contact your plan provider for a change of beneficiary form. Once you have filled out the form, please send a copy to Susan M. Damiani,  '87  CBADirector of Gift Planning/The McCallen Society at damianis@stjohns.edu

Legal name: St. John's University
Tax ID number: 11-1630830 
Address: University Center, Room B-17, 8000 Utopia Parkway
Queens,  NY  11439

NOTE TO ATTORNEYS, ACCOUNTANTS AND OTHER PROFESSIONAL ADVISORS:

Thank you for helping your client with their charitable planning. As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients' philanthropic objectives into wellcrafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

If you have any questions or concerns, please call (718) 990-7562 or email damianis@stjohns.edu.

Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial adviser.