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Learn About Wills and Bequests
What are the benefits of making a bequest?
- You leave a lasting legacy to be remembered for your faithful stewardship
- You lessen the burden of taxes on your family or loved ones
- 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:
