Your Legacy at Connelly School of the Holy Child
When you include Connelly School of the Holy Child in your will, trust, or other long term charitable plans, you are making sure Holy Child will always be that special school where girls become their best selves.
Is Holy Child named in your will or other planning documents?
If your will, trust, or other estate plans include Holy Child, please let us know! We will ensure your gift will be used exactly as you intend and sharing your intention helps us plan for the future.
Also, once you inform us of your plans, you will be invited to join The Holy Child Legacy Circle. Members of the Circle receive exclusive benefits such a thank you gift for including Holy Child in your will, preferred seating at school performances and invitations to attend events on campus.
Is it time to update your estate plan?
Please include a charitable bequest to Connelly School of the Holy Child. For a specific bequest in wills or trusts, please share the following suggested bequest language with your attorney:
"I give and devise to Connelly School of the Holy Child (Tax ID # 52-0743609), located in Potomac, MD, the sum of $_________ to be used for its general support (or the support of a specific fund or program)."
For contingent, residual or other types of bequest language, please contact, Suzi Montes de Oca at 301-365-0955 x 2122.
Making a Bequest
Making a provision in your will for Connelly School of the Holy Child is a simple process. Bequests can be included in your will at its creation or added or updated later by means of a codicil, a type of addendum. The simplest approach is an outright bequest. Below is wording you can use when including a charitable bequest in your will:
For a Specific Bequest
"I give and bequeath $__________ to Connelly School of the Holy Child.”
For a Percentage Gift
"I give and bequeath _____% of all the rest, residue, and remainder of my estate to Connelly School of the Holy Child.”
Please check with your CPA or tax advisor before making a donation.
More ways you can make a legacy gift to benefit Holy Child
Do you have a Donor Advised Fund? Please consult with your advisor about how you can make a gift through your Donor Advised Fund.
All information regarding Planned Gifts is held in the strictest of confidence and donors may choose to remain anonymous. The information contained on this webpage is for informational purposes only and is not intended to serve as legal or tax advice. For specific information about any of the above opportunities, please consult your tax adviser or attorney.
Dani Perraut DeWitt
Head of Development
Suzi Montes de Oca '74
Director of Development & Alumnae Relations
Kelly York Kelley '97
Director of Constituent Engagement
Annual Fund Manager
Events and Parent Engagment Manager
Emily Elphick '99