Planned Giving

A gift through your will or estate is the easiest gift you can make today.

Simply add a provision in your will or trust designating either a specific amount, a percentage, or all or part of the residue of your estate to St. Anthony’s. Bequests provide flexibility in that they allow you to make a gift commitment now by including a provision in your will or trust while preserving the right to make changes at any time in the future should your circumstances change. Certain bequests in trust are not subject to estate taxation.

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. It’s a great way to help support the mission of St. Anthony of Padua!

You can make a significant gift to St. Anthony’s with retirement plan assets such as IRAs, 401(k)s and 403(b)s without adverse effects to your lifetime finances by naming St. Anthony of Padua Catholic Church as a beneficiary.

An endowed gift is a permanent, self-sustaining source of funding. Endowment assets are invested. Each year, a portion of the income of fund is paid out to support the fund’s purpose, and any earnings in excess of this distribution are used to build the fund’s market value.

You receive an income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.

When you opened your checking and savings account at your bank, you signed paperwork describing how the bank account will work. Do you remember what will happen to the bank accounts after you pass away? Gifts through bank accounts or bonds are a meaningful way to begin your charitable legacy.

Life Insurance is for those who have people dependent upon them — children, partners, or family members. They want to provide for their loved ones after they pass away, and do this by designating beneficiaries. Life Insurance can also be an important estate-planning tool and used to mitigate inheritance and estate taxes. Any portion of your life insurance policy assets that you leave to St. Anthony’s will be exempt from inheritance and estate taxes. You can leave all or a portion of your policy.

You can support the mission of St. Anthony’s without reducing your income or diminishing your savings!

Think about using assets that can be transferred to St. Anthony of Padua Catholic Church without legal expense. You may have bank investments, retirement, insurance, stock, or mutual-fund accounts that you can use to accomplish your charitable goals. All of these assets can be transferred by completing a P.O.D. (Payable on Death) or T.O.D. (Transfer on Death) form. Some companies also call these beneficiary designation forms. This completed form tells the account custodian what to do with the account after your passing.

You can name St. Anthony’s in your long-term plans today without a negative impact on cash flow or lifestyle. Keep it simple and savvy. Ask your bank for a P.O.D. form. Ask your retirement plan, investment account or insurance company for a T.O.D. form.

Designate and donate with any of these assets. It takes only minutes of your time.