Planned Giving - Sample Language for Wills and Bequests
/ Sample Language

 

 

Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact and create an enduring memorial for yourself, your family, or a loved one. Making a gift in your will and/or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be a specific dollar amount, a percentage of your estate, or the remainder after all other provisions are specified and completed.

 

Our federal tax ID number is: 87-2379150

 

Below is suggested language to use when drafting your bequest.

 

Sample Language

 

 

For an unrestricted gift that allows your parish, mission, or congregation, or the Italo-Greek Orthodox Archdiocese of the Americas and Canada, or one of its institutions to determine how to use the funds that you donate on the most pressing needs, use the following language for your will and/or trust:

 

 

"I give to the Italo-Greek Orthodox Archdiocese of the Americas and Canada, a nonprofit religious corporation currently located at 1101 Howard Avenue, Utica, NY 13501, or its successor thereto, _________ [written amount or percentage of the estate or description of property] for its unrestricted charitable use and purpose."

 

 

To make a donation or bequest that is restricted to or intended for a specific purpose, use the following language:

 

 

"I give to the Italo-Greek Orthodox Archdiocese of the Americas and Canada, a nonprofit religious corporation currently located at 1101 Howard Avenue, Utica, NY 13501, or its successor thereto, _________ [written amount or percentage of the estate or description of property]. This gift is to be used for (state purpose or purposes) if and so long as the Italo-Greek Orthodox Archdiocese of the Americas and Canada determines that the need exists. If the Italo-Greek Orthodox Archdiocese of the Americas and Canada shall determine at the outset or at a later time that the need does not exist, or no longer exists, or for some reason it is not possible (or prudent) to administer my gift as originally intended, then the Italo-Greek Orthodox Archdiocese of the Americas and Canada may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above."

 

If you have named your parish, mission, or congregation and the Italo-Greek Orthodox Archdiocese of the Americas and Canada in your will or trust, please let us know so we can ensure that your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift. However, if you prefer to remain anonymous, we will keep your name and gift in strict confidence.

 

Please contact the Planned Giving Office at 315-292-2208 or giving@igoarchusa.org for more information.

 

 

 

The Italo-Greek Orthodox Archdiocese of the Americas & Canada

 

The Archdiocese is the geographical ecclesiastical district of the Italo-Greek Byzantine Orthodox Catholic Church. The Archdiocese, missionary by nature, seeks to build up the Kingdom of God on earth by calling all people to the conversion of heart, mind, and spirit; to the fulness of the Apostolic Faith; and to membership and life in the Body of Christ.

 

The canonical territory of the Archdiocese encompasses the continental United States, Canada, South America, and the United States Protectorates. Utica, New York is the Metropolitan See of the Archdiocese as well as the home of the Cathedral of the Most Holy Theotokos - Our Lady of Grace, Mother Church and the Metropolitan Throne of the Archdiocese, and the Chancery Office.

 

The Archdiocese is led by His Eminence, Stephen, Archbishop of Siracusa and Ortigia, and of All Sicily, Southern Italy, and Magna Graecia, Metropolitan of the Americas and Canada of the Italo-Greeks, Bishop of Utica, and Primate of the Italo-Greek Byzantine Orthodox Catholic Church.

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The information contained on the website of the Italo-Greek Orthodox Archdiocese of the Americas and Canada is for informational purposes only. Certain hierarchs, clergymen, individuals, churches, institutions, and organizations are presented for reference purposes only and may not be under the canonical supervision or jurisdiction of the Italo-Greek Byzantine Orthodox Catholic Church or the Italo-Greek Orthodox Archdiocese of the Americas and Canada. The Archdiocese does not exercise any canonical or administrative oversight or assignment authority over clergy that are not part of the Italo-Greek Byzantine Orthodox Catholic Church - Holy Metropolitan Archdiocese of the Americas and Canada. If you have been approached or contacted by a clergyman who claims to be affiliated with the Italo-Greek Byzantine Orthodox Catholic Church or the Italo-Greek Orthodox Church and have questions regarding him, please contact the Chancellor of the Archdiocese at the Chancery Office.

 

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