Deepen Your Connections
Your Gift Brings You Closer
You want to leave money to your parish or the Archdiocese of Louisville in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both.
With simple wording you can complete your gift. This type of donation to the Church in your will or living trust helps ensure that we continue our mission for years to come.
Bequest Language
"I give, devise, and bequeath to the Roman Catholic Bishop of Louisville, a corporation sole with principal offices at 3940 Poplar Level Road, Louisville, KY 40213-1463 << insert gift>> for the use and benefit of << name, parish school name, or regional school name>>."
An Example of How It Works
When Tom and Martha got married, they made a point to put together a will to protect their assets. They both embraced their Catholic faith and decided to include a bequest of $20,000 to the Church in their will.
As Tom and Martha's family grew to include three children, they decided to revise their gift to ensure their children's future financial security. They met with their attorney and simply revised the bequest language so that their gift to us was now a percentage of their estate instead of a specific amount. Tom and Martha now rest easy knowing when they pass away their plans will provide for the people and charitable work they love.
Fund Your Donation With:
Not Sure How to Begin Planning?
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.