{"id":40690,"date":"2023-11-27T22:49:10","date_gmt":"2023-11-27T22:49:10","guid":{"rendered":"https:\/\/cst.edu\/?page_id=40690"},"modified":"2026-04-23T23:48:35","modified_gmt":"2026-04-23T23:48:35","slug":"estate-and-bequest-planning","status":"publish","type":"page","link":"https:\/\/cst.edu\/de\/estate-and-bequest-planning\/","title":{"rendered":"Estate and Bequest Planning"},"content":{"rendered":"\t\t
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YOUR TESTAMENTARY GIFT TO CLAREMONT SCHOOL OF THEOLOGY<\/span><\/strong><\/h3>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Thank you for your interest in providing a bequest to Claremont School of Theology. We are grateful to be working with you to preserve your enduring legacy to support CST\u2019s mission.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Unrestricted bequests<\/h4>\n

Unrestricted bequests allow CST to use the funds for institutional priorities at the time the gift is received. At this crucial time in the life of CST, unrestricted bequests are critical to continue our mission.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Restricted bequests<\/h4>\n

Claremont School of Theology accepts restricted bequests to a specific fund (including an endowment), a particular purpose, or to carry in perpetuity the name of the donor or the donor\u2019s family. Please be aware there are some legal and practical considerations as you plan a restricted bequest to CST. For example,
certain gifts to CST have minimum required amounts (e.g., scholarships, fellowships, and professorships). Restricted bequests should meet institutional guidelines. We recommend speaking with a Philanthropic Advisor or your legal counsel.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Information for Estate Attorneys and Administrators<\/h4>\n

Our legal name is: Southern California School of Theology. (D\/B\/A: Claremont School of Theology)
Our tax ID number is: 95-1904355
Our address and contact information for estates and trusts is:<\/p>\n

Office of Development
Claremont School of Theology
10497 Wilshire Blvd
Los Angeles, CA 90024<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Welcome to the Maclay Society<\/h4>\n

Please let us know when you have included CST in your estate plans. That\u2019s all we need to welcome you as a member of the Maclay Society, named after our founder. The McClay Society is CST\u2019s way of saying \u201cthank you\u201d for remembering Claremont in your plans.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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WAYS TO MAKE A GIFT THROUGH YOUR ESTATE<\/span><\/h4>\n

1. Name Claremont School of Theology in your IRA or other qualified retirement plan (Keogh, <\/strong>tax-sheltered annuity, or qualified pension or profit-sharing plan), insurance policy, or bank <\/strong>account.<\/strong><\/p>\n

\u2022 For many, retirement funds can be the most highly taxed assets owned, as the funds can be subject to both estate and income taxes. CST is tax-exempt, so your bequest of a retirement fund can pass to CST tax-free.
\u2022 When you name CST as a beneficiary of your life insurance policy, the assets pass to the school tax-free.
\u2022 You can name CST as a beneficiary on a bank or brokerage account through a \u201cPay on Death\u201d or \u201cTransfer on Death\u201d option. Accounts that pass to CST in this manner will not be included in probate.
\u2022 Most administrators require a beneficiary designation form to name CST as a beneficiary of your fund, account, or policy. Please use the official name of the school\u2014\u201cSouthern California School of Theology\u201d\u2014when naming the school as a beneficiary.
\u2022 The date of establishment for Claremont School of Theology is 1957. (required on some beneficiary designation forms).<\/p>\n

2. Make a gift through your will or trust.<\/strong><\/p>\n

\u2022 A will or trust is a thoughtful document that identifies the people and causes you care about most. You can make a gift of a specific dollar amount or particular assets, such as securities, real estate, tangible personal property (works of art or rare books), to CST, or you can name CST to receive all or a percentage of the remainder of your estate, after specific amounts bequeathed to other beneficiaries are distributed and estate-related expenses are paid.
\u2022 Trusts which benefit both family members as well as CST can be set up through your will or revocable trust. A lead trust saves estate taxes by providing annual payments to CST in lieu of taxes; the remaining amount goes to your family or friends. A remainder trust provides payments to your surviving family members or friends for life or a specified term, with the remainder going to CST at the end of the term.<\/p>\n

To make an unrestricted bequest, please use the following sample language.<\/strong><\/p>\n

\u201cI give and bequeath to the Claremont School of Theology, a not-for-profit corporation, the sum of Dollars [or all the rest, residue, and remainder of my estate] to be used for the general purposes of the school.\u201d<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tClick here to download PDF\t\t\t\t\t\t<\/a>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

YOUR TESTAMENTARY GIFT TO CLAREMONT SCHOOL OF THEOLOGY Thank you for your interest in providing a bequest to Claremont School of Theology. We are grateful to be working with you to preserve your enduring legacy to support CST\u2019s mission. Unrestricted bequests Unrestricted bequests allow CST to use the funds for institutional priorities at the time […]<\/p>\n","protected":false},"author":5,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"class_list":["post-40690","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nEstate and Bequest Planning - Claremont School of Theology<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cst.edu\/de\/estate-and-bequest-planning\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estate and Bequest Planning\" \/>\n<meta property=\"og:description\" content=\"YOUR TESTAMENTARY GIFT TO CLAREMONT SCHOOL OF THEOLOGY Thank you for your interest in providing a bequest to Claremont School of Theology. 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