Estate and Planned Giving

Overview

Giving is a very important part of the life of a person devoted to Jesus Christ. More and more Catholics are responding to the idea of giving a gift that perpetuates our Catholic faith. Your gift is a concrete way to express gratitude to God for a lifetime of blessings.

Please let us know if you have included the Catholic Church in your will or estate plan by completing the Heritage Society Intent Form: PDF | Word
Estate Planning Book PDF | Word
Bequest Legal Language (PDF)
Please visit this interactive online resource for guidance in financial and charitable giving, annuities, living wills and trusts: Estate and Planned Giving Web Site

Request Information

Giving Through Your IRA (PDF)
Pension Protection Act of 2006 (PDF)
Sample Letter to Your IRA Administrator: Word | PDF
Charitable Gift Annuity Request (PDF)
Year End Giving Suggestions (PDF)
A Good Estate Plan Should (PDF)
Looking for Answers to Your Estate Planning Questions? (PDF)
Do You Have a Valid Will? (PDF)
Living Will Information (PDF)
Annuities (PDF)

Articles of Interest

We are grateful to Mr. Dan Brady of Brady, Nordgren, Morton & Malone for permission to post these articles on our website for your information and personal use.