Bequest
Include Servite in your will or living trust using a specific amount, percentage, or residual gift.
Giving at Servite
Legacy Giving
A legacy gift is a meaningful way to support future generations of Friars while continuing to care for the people you love. Many gifts cost nothing today.
Why consider a legacy gift?
Legacy giving is one of the most impactful ways to strengthen Servite for the long term. You can support a life-changing education and help ensure Servite continues forming faith-filled leaders for decades to come.
Simple
Many legacy gifts can be completed with a single conversation with your attorney or advisor.
Flexible
You can update your plans as life changes. Beneficiary designations are often revocable.
Meaningful
Your values live on through future Friars, families, and the wider community.
The Legacy Society
Individuals who include Servite in their estate plans are recognized as members of the Legacy Society. If you prefer, you may also remain anonymous.
Ways to leave a legacy
Choose the option that best fits your goals. We are happy to talk through what might work best for you.
Designation
Name Servite as a beneficiary of a retirement plan, IRA, or life insurance policy.
Insurance
Transfer ownership of a paid-up policy or designate Servite as a partial beneficiary.
Trusts
Charitable trusts can provide lifetime income and tax deductions while supporting Servite.
Not sure where to start? Call us at 657-347-1398.
For your advisor
Suggested Bequest Language
Share the language below with your attorney. Please adjust as needed for your specific situation.
"I, [Name], of [City, State, ZIP], give, devise and bequeath to Servite High School, Anaheim, CA (Tax ID # 95-2023055) [percentage of estate, specific amount, or description of property] for [general use or specific purpose]."
3 Simple Steps
- Choose what matters most. Decide if you want to support tuition assistance, athletics, arts, or the greatest need.
- Work with your advisor. Use our Tax ID (95-2023055) to include Servite in your plan.
- Let us know. Download the form below so we can thank you and ensure your wishes are honored.
Frequently Asked Questions
Is my legacy gift confidential?
Yes. Servite keeps confidential files of legacy intentions. If you notify us, you may also request that your name remain anonymous in all publications.
Do I need a large estate?
No. A legacy gift of any size makes a lasting impact. Many people find they can give more through a bequest than they ever could during their lifetime.
What if my plans change?
Most legacy gifts (like bequests and beneficiary designations) are revocable. You can update them at any time as your family or financial situation changes.
Disclaimer: Servite High School does not provide legal or tax advice. Please consult your own professional advisor.
We are here to help
Email a Question
Talk with us
Steffanie Early, VP of Advancement, is available to answer questions and help you explore options.
Email a Question