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Deferred/Planned Giving

Revocable Living Trust

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Another popular way to make a gift is to include the Diocese of Raleigh as a beneficiary of a revocable, living trust.

If you wish to include an unrestricted distribution to the Diocese of Raleigh in your trust, the following language is suggested:

"All trust property not previously distributed under the terms of my trust shall be divided and distributed, free of the trust, as follows: Michael F. Burbidge, Bishop of the Roman Catholic Diocese of Raleigh, North Carolina, and his successors in office ________ percent to be used for the benefit of the Diocese of Raleigh in such manner as the Bishop thereof may direct."

Taxation:

  • The beneficiary is taxed on income received during the life of the trust.

Benefits:

  • Principal available to donor upon demand.
  • Estate tax deduction.

For information on making a restricted trust provision, or designating a use of funds such as contributing to a particular ministry, setting up an endowment or for scholarships, please contact the Office of Stewardship and Advancement.

To learn more about ways to give to the Diocese of Raleigh, its parishes, schools, ministries and Catholic Charities please contact the Office of Stewardship and Advancement at (919) 821-9721, or by email to tim.breslin@raldioc.org.