CHARITABLE gift planning
The bread you store up belongs to the hungry; the cloak that lies in your chest belongs to the naked; the gold you have hidden in the ground belongs to the poor.
- St. Basil the Great
There are many ways to remember our parishes in your gift planning, now or in your planned giving. If you have any questions, please don't hesitate to contact our office. You may also contact us to let us know if you are planning to give in the future. This helps us ensure that your gift goes where you intend it to be.
Bequeath: a verb meaning to formally leave or give personal property, such as money, jewelry, or assets, through a last will and testament after one's death.
bequest & Estate Planning
Gift through a will or trust. It can be a specific asset or a percentage or remainder of your assets after wishes are met.
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Real Estate
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Stocks and Securities
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Retirement Assets
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Life Insurance
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Annuity
planned giving
You may set-up automated gifts throughout the year electronically.
Charitable giving can also include planned distributions from life insurance, annuity, real estate and appreciated stocks & mutual funds.
end of year
End of year giving to obtain a charitable gift deduction or IRA required minimum distribution.
sample:
I give, devise and bequeath to St. Anthony of Padua, 9718 E. Country Road Y, Gordon, WI 54838, a corporation organized under the State of Wisconsin and existing under the laws of Wisconsin (here state the amount of money or description of the property willed.)