Legacy Planning

Thoughtful consideration of the legacy you want to leave will have a meaningful impact on you faith, friends, family and community.

Planning for your loved ones

Having these important documents in place will protect your family from unnecessary burden. Contact us today to discuss how you can achieve peace of mind for your family.

Will

A document to plan for the distribution of your assets

Living will

A document that explains your end of life medical wishes

Ethical wills and legacy letters

A document that shares your personal experience and values

Planning to Help Others

Bequest

A gift you make in your will to a fund or organization that will save you estate tax

Charitable Gift Annuity

A Charitable donation that provides you a tax deduction and payments for life

Charitable Remainder Trust

A Charitable donation that provides you a tax deduction and payments for life

Charitable Lead Trust

Utilize current assets to make charitable donations now and transfer ownership to you or another beneficiary later. This allows you to avoid future capital gains

Retained Life Estate

A charitable donation that you retain ownership and possession of for life

Life Insurance Policy

Make a charitable gift by naming a charitable organization or fund the beneficiary of an unnecessary life insurance policy and receive a tax deduction

Retirement Plans

Make a charitable gift of a retirement policy and obtain large charitable gains while avoiding significant taxes

Planning to Help Others will make a meaningful impact on future generations

Gift comparison chart

Gift	Beneficiary	Tax Advantages	Other Advantages
Outright Gift	Your parish or other charitable organization	current income tax deduction	immediate impact observance of impact of your generosity
Charitable Lead Trust	Your parish or other charitable organization, remainder to you or your heirs	may provide income, gift and/or estate tax savings freezes taxable value of appreciating assets before they pass to beneficiaries
Charitable Gift Annuity	One or two annuitant beneficiaries, remainder to your parish or other charitable organization	current income tax deduction estate tax savings capital gains tax savings	fixed income payments for life for you or someone you choose
Charitable Remainder Trust	One or more beneficiaries, remainder to your parish or other charitable organization	current income tax deduction estate tax savings capital gains tax savings	lifetime payments to you or someone you choose
Bequest	Your parish or other charitable organization	estate tax savings	simple to implement
Retained Life Estate	Your parish or other charitable organization	estate tax savings current income tax charitable deduction	you retain lifetime use of the property
Life Insurance Policy	Your parish or other charitable organization	may receive income tax deduction	may facilitate larger gift
Retirement Plan Assets	Your parish or other charitable organization	avoid income tax may reduce estate tax liability

Important Forms

Investment Policy
Investment Pools

Donor Advised Fund Agreement
Endowment Agreement
Family Fund Agreement
Non-Endowed Fund Agreement

Family Charitable Legacy Plan Agreement

Stock Transfer Form