Remembering The Providence School in your Will or Living Trust allows you to make a significant gift to The Providence School and at the same time allows you to maintain control over your assets during your life. The terms of your Will or revocable trust are flexible and can be changed throughout your lifetime should you decide to modify your charitable bequests.
Bequest language is simple: “… to The Providence School, located in Jacksonville, Florida”. The charitable bequest can either be a fixed dollar amount, a percentage of the total estate or a percentage of the residual estate. Leaving a charitable bequest to The Providence School is a special way to leave a legacy for future generations.
Your Will and/or Trust should be prepared by a licensed professional. This person should advise you on your entire estate plan, including beneficiary designations on assets that may avoid probate. The information provided above is for informational purposes only and is not intended to be legal advice.