One of the easiest ways to leave a legacy for Shrine of St. Jude without writing a check is by naming Shrine of St. Jude as a full or partial beneficiary of a retirement plan, pension or life insurance policy. To make a gift to Shrine of St. Jude this way, contact your retirement plan, pension or life insurance provider for a beneficiary change/update form. On the form, be sure to include the full name of Shrine of St. Jude, 12701 Veirs Mill Road, Rockville, Maryland 20853 and The Shrine of St. Jude Tax Identification number EIN 52-0681711.
Gifts of long-term, appreciated stocks and bonds are a smarter way to give because they provide a potential double benefit: You will be eligible for both a charitable tax deduction for the value of the securities on the day you transfer, and you may not be responsible for taxes on any gains from the time you acquired them. To make a gift of stock to Shrine of St. Jude, please provide the following to your broker to initiate the transfer:
Firm to Transfer Securities to: Morgan Stanley
DTC Number: 0015
Account Number: 504-049332-066
Note to send with transfer: Your name and what you want the gift to support (i.e. Shrine of St. Jude)
Archdiocese of Washington Contact:
Joanne Pipkin, Director, Donor Relations and Gift Planning
(301) 853-4486 | [email protected]
Morgan Stanley Contact:
Barbara Smallwood
(202) 292-5482 | EFAX: (202) 459-9608 |
[email protected]
Form for Donation of Stocks
DTC Number: 0015
Account Number: 504-049332-066
Your full name and a written statement that you want the gift to support the Shrine of St. Jude, Rockville, Maryalnd
Joanne Pipkin, Director, Donor Relations and Gift Planning
(301) 853-4486 | [email protected]
Barbara Smallwood
(202) 292-5482 | EFAX: (202) 459-9608 | [email protected]
Make a gift to the Shrine of St. Jude in your will and insure your values are remembered for future generations of the faithful! If you have included Shrine of St. Jude and/or the Archdiocese of Washington in your will, let us know by calling Joanne Pipkin at (301) 853-4486 or by emailing [email protected] so we may honor you with induction into the Church of Washington’s Legacy Society.
If you are planning to make a gift to Shrine of St. Jude in your will, below is sample language to share with your estate planning attorney to be sure your intentions will be made and strengthen the Church for future generations!
“All of the rest, residue and remainder of my property and estate, including any lapsed or disclaimed legacies of any character, whenever acquired and wherever situated, to which I or my estate may be in any manner entitled at the time of my death, including any property or estate as to which I may have any power of disposition or appointment (all of which is my “residuary estate”), shall be disposed of as follows:
I give, bequeath and devise my residuary estate in fee simple absolute to the Shrine of St. Jude (Tax ID No.EIN 52-0681711), located at 12701 Veirs Milld Road Rockville, Maryland 20853, Ph: (301) 946 - 8200, for the benefit of XYZ Program/Ministry at the Shrine of St. Jude, 12701 Veirs Milld Road, Rockville, Maryland 20853”
“All of the rest, residue and remainder of my property and estate, including any lapsed or disclaimed legacies, of any character, whenever acquired and wherever situated, to which I or my estate may be in any manner entitled at the time of my death, including any property or estate as to which I may have any power of disposition or appointment (all of which is my “residuary estate”), shall be disposed of as follows:
I give, bequeath and devise _____ percent ( ___%) of my residuary estate in fee simple absolute to benefit XYZ Program/Ministry at the Shrine of St. Jude, 12701 Veirs Mill Road Rockville, Maryland 20853.”
“I give, bequeath and devise ___________ dollars ($ _______) or ______ shares of my ________ stock to the to the Shrine of St. Jude (Tax ID No.EIN 52-0681711), located at 12701 Veirs Milld Road. Rockville, Maryland 20853, Ph: (301) 946 - 8200.
“I hereby direct my [executor/executrix/personal representative] to sell my real estate located at [address/city/state], and give the net sales proceeds to the Shrine of St. Jude (Tax ID No.EIN 52-0681711), located at 12701 Veirs Milld Road Rockville, Maryland 20853, Ph: (301) 946 - 8200, or for the benefit of XYZ Program/Ministry at the Shrine of St. Jude (Tax ID No.EIN 52-0681711), located at 12701 Veirs Milld Road Rockville, Maryland 20853, Ph: (301) 946 - 8200,.”