United States savings bonds - How to proceed

How to proceed

If you are interested in leaving the Church savings bonds in your will or living trust, please e-mail, call or write our office.

We will help you determine the following.

  1. Our correct legal name, for use by your attorney in drafting the will or trust bequest
  2. Suggested will clauses that enable you to include language making the Church a contingent beneficiary of a savings bond bequest, should your primary beneficiary die before you or disclaim part or all of a bequest

In order to give you the most accurate information, we will need you to share the following information.

  1. A list of the number, type and amount of the savings bonds you hold
  2. The value of the savings bonds you intend to leave to the Church
  3. Your interest in considering funding a life income gift with savings bonds proceeds, such as a charitable gift annuity

You can contact our office at philanthropy@csps.com, by phone at 1-800-288-7155, extension 3288, or write to us at the address below. We look forward to hearing from you.

The First Church of Christ, Scientist
Philanthropy, P05-10
210 Massachusetts Avenue
Boston, MA 02115-3195 USA