Planned Giving Opportunities

The benefits presented by planned gifts are numerous and significant. In addition to the tax-deduction, some of these gifts offer your family and yourself financial security, while at the same time leaving a legacy of your commitment to support the causes of an all-affirming and fully inclusive Catholic world view by stabilizing Holy Spirit's future. Here are a few planned giving options that will allow you to provide Holy Spirit Ecumenical Catholic Church your enduring support.

Bequests: You can continue to bless Holy Spirit with your generosity by including us in your will or estate plan. All bequests, big or small, are greatly appreciated and are tax-deductible, if not tax-exempt. Here are some ways to do it:

•  Allocating a percentage of your estate.

•  Specifying a fixed-sum or dollar amount.

•  A residual bequest ensures that after all the specified bequests are made to named recipients, Holy Spirit Ecumenical Catholic Church receives the "residue", or remaining amount of the estate.

•  A contingent bequest provides that we would receive certain assets, only if the named individuals do not survive you.

•  If you already have your will made, but want to include Holy Spirit, contact your attorney about adding a codicil .

Gifts of Appreciated Property : If you were to donate to Holy Spirit Ecumenical Catholic Church any of your assets that have appreciated in value, you could receive considerable tax savings, while at the same time giving an immediate and important contribution. Examples of such assets include, but are not limited to:

•  Stocks

•  Bonds

•  Mutual Funds

•  Real Estate

For example, if you give Holy Spirit $5,000 worth of stock, that you purchased for $1,000, instead of $5,000 as an outright gift of cash, you'll not only receive the income tax deduction, but you'll also save money by avoiding the capital gains tax.

Life Income Gifts: These allow you to make substantial gifts to Holy Spirit, while providing for your own future financial health and security.

Through Charitable Gift Annuities you can transfers cash or marketable securities to Holy Spirit, which in turn pays you a fixed income for life.

Charitable Remainder Trusts work the same way as most types of trusts and can provide you with substantial tax benefits for a number of years.

Please contact us if you would like more information on these, or other planned giving options. We strongly suggest that you consult with your attorney or tax-advisor for help with choosing which is the best planned giving option for expressing your commitment to our work.