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Below is the legal language for naming RHSM in your will and/or estate plans:

Rowland Hall-St. Mark’s School, a nonprofit corporation, organized and existing under the laws of the state of Utah, and with the principal business address of 720 Guardsman Way, Salt Lake City, UT 84108.

Describe exactly what you want to leave to RHSM as well as the designated source.

GENERAL BEQUEST EXAMPLE:
This does not specify the source from which the bequest should be paid. It allows the executor the flexibility to honor the bequest from any available source. Libby states in her will: “I leave $50,000 to Rowland Hall-St. Mark’s School.”

RESIDUARY BEQUEST EXAMPLE:
This type of bequest is honored after all other bequests have been made and all debts, expenses and taxes have been paid. Libby states in her will: “I give all the rest, residue and remainder of my personal estate to Rowland Hall-St. Mark’s School.

 

CONTINGENT BEQUEST EXAMPLE:
This type of bequest is fulfilled if certain conditions are met for instance if your primary beneficiary does not survive you, you can indicate your next choice through a contingent designation. Libby states in her will: “I give all the rest, residue and remainder of my personal estate to my husband Stuart, if he survives me, if not, then 50 percent in equal shares to my child who survives me and 50 percent to Rowland Hall-St. Mark’s School.

 

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