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 ministry.
- 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.
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
Next
- More detail about gifts from your will or trust.
- Frequently asked questions.
- Estate Planning Guide.
- Download: 25 Estate Documents You Need to Put in One Place.
- Contact us so we can assist you through every step.