You can create a charitable bequest in your will to SDI. Here is some sample bequest language to put in your will:

• Specific Bequest: 

I give, devise and bequeath _______________ [insert dollar amount, percentage of total estate, or item of property to be donated] to Spiritual Directors International, a registered 501 (c) (3) non-profit organization, located at Spiritual Directors International, 3800 Aurora Ave N, Suite 202, Seattle, WA  98012. Our EIN is 94-3156697. The purpose of this gift is [“unrestricted” or “for Name of Scholarship Fund”.]

or

• Residuary Bequest: 

I give, devise and bequeath _______________ [insert % amount] of all the rest, residue and remainder of my estate to Spiritual Directors International, a registered 501 (c) (3) non-profit organization, located at Physical Street Address, City, WA ZIP. The purpose of this gift is [“unrestricted” or “for Name of Scholarship Fund”.]

AND (if restricted to a scholarship fund)

• Safety Language: Language added whenever a gift is restricted

In the event the purposes of the restriction, in the opinion of the Board of Directors of Spiritual Directors International can no longer be served, the Board may devote any remaining assets exclusively for purposes that: (a) are within the scope of the SDI’s mission, and (b) most nearly approximate the original purpose of the gift. The purpose of this gift is [“unrestricted” or “for Name of Scholarship Fund”.]

It is tax-savvy to make SDI a beneficiary of your retirement account because unlike individuals, charities don’t pay income taxes. Contact your plan’s administrator for the designation paperwork or access this paperwork online. Be sure to use our legal name and address:

Spiritual Directors International

3800 Aurora Ave N, Suite 202,

Seattle, WA  98012

Our EIN is 94-3156697

Consider asking your banker whether you can make a nonprofit entity a “transfer upon death” or “payable on death” beneficiary of your bank account (of any kind). This should be a beneficiary designation form that you sign and they keep on file, as well as give you a copy for your “Executor” file. This is the information that they will want for their records:

Spiritual Directors International

3800 Aurora Ave N,

Seattle, WA  98012

Our EIN is 94-3156697.

Your policy administrators have beneficiary designation forms that you sign and they keep on file. Don’t forget to keep a copy in your “Executor” file. This is the information that they will want for the form:

Spiritual Directors International

3800 Aurora Ave N,

Seattle, WA  98012

Our EIN is 94-3156697.

There are two ways to give from a donor advised fund: outright and a beneficiary designation. To give an outright gift, please notify your plan’s administrator to send a check of a specified amount made out to:

Spiritual Directors International

3800 Aurora Ave N,

Seattle, WA  98012

Our EIN is 94-3156697.