WILLS & BEQUESTS
Create Your Legacy at Holy Spirit Parish!
One of the most unique and impactful ways of ensuring the future of Holy Spirit is through a legacy gift. A legacy gift can take many forms such as a simple bequest as a part of your estate plans and can be of great benefit in helping fulfill your personal financial objectives. It is our sincere hope that you will give prayerful consideration to partnering with us in shaping the Holy Spirit that our children, grandchildren and future generations experience.
Gifts from a Will or Trust
Gifts from a Will or Living Trust are two of the most common ways to create a legacy gift for the benefit of the Catholic Church. A bequest may include cash, specific property, or a share of the estate.
Gifts of Stock and Appreciated Assets
Donating stocks, bonds or mutual funds directly to Holy Spirit significantly increases your tax deduction and the amount of income our parish receives.
Gifts from your Retirement Plan
Gifts of retirement assets are another simple way to leave a gift by naming Holy Spirit as beneficiary of a percent or full amount of your Individual Retirement Account, 401k or other qualified retirement plan.
Gifts of Life Insurance
There are many ways in which life insurance policies can be used to make a contribution, all of which provide tax deductions and the opportunity to make a more substantial gift than otherwise possible. It is easy to name Holy Spirit as the beneficiary of a policy or transfer ownership of a paid-up policy to our parish.
Gifts of Real Estate
Holy Spirit may be named as beneficiary or co-beneficiary to almost any type of personal property or real estate.
We recognize that your intentions are a personal matter that you may wish to keep confidential. However, if you are willing to share them, we would like to acknowledge your intentions both at the parish level and through the newly created 1820 Circle of the Diocese of Richmond. If you are interested in more information or would like to let us know of plans already in motion, please contact the parish office. The Diocese also has an extensive website with more information on the 1820 Circle as well as the different ways you can create a legacy gift. We encourage you to visit the site at www.richmonddiocese.org/plannedgiving.
The diocesan website is for educational purposes only and not considered professional financial or legal advice. Benefits will vary depending on various factors. An important part of making a planned gift is consultation with your own professional legal and financial advisors to determine the best vehicle to fit your needs.