 | Outright Gift - A gift of cash,
appreciated real property, personal property, stock or securities. The
benefit to an individual is income tax deductions and the avoidance of capital
gains tax on appreciated gifts. |
 | Bequests - Gifts through a living will or
trust may be in cash or other property for a specified amount, a percentage of
the estate or a remainder of the estate after other bequests and obligations are
satisfied. There are possible estate tax deductions and an opportunity to
make a perpetual gift. |
 | Charitable Gift Annuity - One of the more
popular methods of giving and attractive for seniors who wish to increase their
income and provide a gift of charity. This program provides the donor with
guaranteed fixed income for life, based on the value of the gift, an income tax
deduction and a reduction of estate taxes. |
 | Charitable Trusts - A Charitable
Remainder Trust, Charitable Annuity Trust and or a Unitrust provide the donor
with income based on the value of the property given. These methods offer
worthwhile income and estate tax benefits. |
 | Insurance - A gift can be make by naming
the parish as the owner or beneficiary of a Life Insurance Policy.
Proceeds of the policy are tax exempt. In addition, some present values
and future premiums will also qualify for charitable deductions. It is an
opportunity to make a substantial future gift to the Church at current
manageable cost. |
 | Retirement Plan/IRA - Naming the parish
as beneficiary of death benefit gives an opportunity to make a gift and receive
estate and income tax savings. Distributions from qualified retirement
plans can retain their tax-deferred status. |
 | Donor Advised Fund - A donor may
establish a fund to provide for a variety of favorite charities or types of
charitable works. Any person or corporation may create a Donor-Advised
Fund by contributing either current gifts and/or future gifts through wills,
trusts and bequests. Deposits to the fund are tax deductible. |
 | Memorial Gift -
Please click here to obtain more information and a printable form. |