Learn About Wills and Bequests

What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered for your faithful stewardship
  2. You lessen the burden of taxes on your family or loved ones
  3. You may receive estate tax savings

How can I learn more?

How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or your Church as part of your estate plan. You can leave a gift in perpetuity to the Catholic Foundation, Diocese of St. Augustine and benefit your parish, Catholic school or favorite ministry. Or – if you wish, a gift of cash can be designated to any of these entities.

What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?