A bequest is one of the easiest gifts you can make while also being one of the best ways to support the long-term sustainability of your Parish. With the help of an advisor, you can include language in your will or trust specifying the gift you would like to make as part of your estate plan. A bequest can be made in several ways including a specific dollar amount or asset, a percentage of the total estate, or the balance or residue of the estate.
You can also name your Parish as the beneficiary on various accounts and assets like life insurance policies, IRAs, 401(k)s, bank accounts and more.
The Catholic Community Foundation of SW Florida has a new Legacy Giving form that you can fill out to let your Parish, School or favorite Catholic entity know that you have named them in your will or trust or as a beneficiary. This form can be found at https://ccfdioceseofvenice.org/2754-2/