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Sample Gift Language for your Will or Revocable Living Trust

A gift to School Ministries of Birmingham in your will or revocable trust enables you to support our mission and make a difference in the lives of future generations. A bequest:

  • Is easy to arrange.
  • Will not alter your current lifestyle in any way.
  • Can be easily modified to address your changing needs.

Residual Gift Language

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

I give and devise to School Ministries of Birmingham (Tax ID #47-47-3001263), located in Birmingham, AL, all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).

Specific Gift Language

Naming School Ministries of Birmingham as a beneficiary of a specific amount from your estate is easy:

I give and devise to School Ministries of Birmingham (Tax ID #47-47-3001263), located in Birmingham, AL, the sum of $___________ (or asset) to be used for its general support (or for the support of a specific fund or program).

Contingent Gift Language

School Ministries of Birmingham or its affiliates 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 (insert name) is not living at the time of my demise, I give and devise to School Ministries of Birmingham (Tax ID #47-47-3001263), located in Birmingham, AL, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program).

Retirement Plan Beneficiary Language

You may name School Ministries of Birmingham (Tax ID #47-47-3001263) as a beneficiary of your IRA or other qualified retirement benefits. Donors should consult with their tax advisor regarding the tax benefits of such gifts.

Naming School Ministries of Birmingham as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming School Ministries of Birmingham as a beneficiary of a retirement plan, the donor maintains complete control over the asset while living, but at the donor's death the plan passes to support School Ministries of Birmingham free of both estate and income taxes.

Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change-of-beneficiary form from your plan administrator. When you have finished, please return the form to your plan administrator and notify School Ministries of Birmingham. We can also assist you with the proper language for your beneficiary designation to School Ministries of Birmingham.

Customized Language

If you or your attorney would like School Ministries of Birmingham to provide you with customized beneficiary language that is specific to your goal and interest, please contact us.

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The material presented on this Planned Giving website is not offered as legal or tax advice.
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School Ministries of Birmingham is qualified as a charitable organization by the IRS Code section 501(c)(3) and is an Alabama nonprofit corporation. All donations are tax deductible to the full extent allowed by Federal and State law.

A long time ago, children got into trouble for chewing gum or skipping down the hallway—but not now.  Today it is much more serious -- drugs, murder, sexual assault and other serious violent felonies.  Today children are reaching out—no, screaming out for help.  Released Time education pays off in that students have more self respect, better behavior at school and at home,  and improved academic performance.

                                                                 ~David Beasley, Former Governor of South Carolina