Many Catholics include gifts in their wills or trusts to support our parish and ministries for years to come.
To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating your will or trust. It’s easy to use, accessible online, and can be completed in 20 minutes. You can use this resource on its own, or use it to document your wishes before finalizing your plans with an attorney.
Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate St. Charles Borromeo as a beneficiary of one or more of these assets.
Have you already included a gift in your will or trust to St. Charles Borromeo? Please fill out this form to let us know! We would love to thank you for your generosity.
Many parishioners opt for smarter, non-cash options (including stocks, cryptocurrency, gifts from your IRA, and Donor-Advised Fund (DAF) grants) that support their parish, school, or another ministry and offer a variety of tax benefits. Learn more and give a tax-smart gift here.