Welcome | A Pledge to Protect
Gifts from Your Will or Trust
Need to preserve assets? You can plan a gift to us that will take effect only after your other obligations are fulfilled.
How It Works
- Include a gift to the Catholic Church in your will or trust. (Here is sample bequest language for your will.)
- Make your bequest unrestricted or direct it to a specific purpose.
- Indicate that you would like a percentage of the balance remaining in your estate or trust, or indicate a specific amount.
- Tell us about your gift so we may celebrate your generosity now.
Important Related Topics
Benefits
- Your assets remain in your control during your lifetime.
- You can modify your gift to address changing circumstances.
- You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
- Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.
I Have Already Left the Catholic Church in My Estate Plans
Download a brochure on this topic:
- You've Heard You Need a Will — Here's WhyOpens new window
- Will You Leave a Legacy?Opens new window
- Too Late, I Already Have a WillOpens new window
- Essential Questions About Your WillOpens new window
- Want to Pay Even More Taxes? Don't Write a WillOpens new window
- The Top Ten Reasons Why You Should Not Have a WillOpens new window
Next
- More detail about gifts from your will or trust.
- Frequently asked questions.
- Estate Planning Guide (Free Download).
- Contact us so we can assist you through every step.