Giving from Your Estate
Planned Giving Overview
YOUR ST. JOSEPH’S LEGACY
Making a gift for the benefit of St. Joseph Catholic Church after you are gone is a wonderful way to create a lasting legacy and ensure that the faith formation and sense of community received by you and your family will be there for generations to come.
For more info, please call/e-mail Brian Muth, Director of Business Operations, at 972-239-2951 x1004, bmuth@stjosephcc.net
St. Joseph Catholic Church has established a permanent endowment fund at The Catholic Foundation that is uniquely ours which will provide annual support for general operations and capital expenditures including new technology, staff and expansion of our outreach ministries. You can specify that your gift is made to The Catholic Foundation for the benefit of The St. Joseph Catholic Church Endowment Fund or for a specific need at the parish.
Easy Planning Options
There are several simple ways to make a gift to The St. Joseph Catholic Church Endowment Fund of The Catholic Foundation:
Bequest from Your Will or Living Trust
You can easily make a charitable gift of a specific dollar amount, percentage or residual beneficiary of your estate/trust.
In addition to a very generous charitable gift, your trust or estate receives an estate tax deduction as well.
Click here for more information on bequests and specific wording options that may be appropriate for your will or trust.
Beneficiary Designation from a Retirement Plan
By designating our Endowment Fund as a beneficiary of your IRA or retirement plan, you support our important work and avoid both estate and income tax.
You can make the Fund a beneficiary for a portion or all of your IRA or qualified retirement plan.
Charitable Gift of a Life Insurance Policy
You can assign whole life insurance policies and name our Fund as beneficiary.
In return for your generosity, in most cases you receive a tax deduction for the premiums you have paid on the policy.
If you need more advanced information about planned giving, we have partnered with The Catholic Foundation to provide you with the most up-to-date ways of fulfilling your charitable intentions. Click here to access The Catholic Foundation website or call them at 972-661-9792.