GIFT PLANNING
Gift Planning
At Ave Maria Catholic Church, you can leave a meaningful legacy through planned giving. By planning ahead, you can provide lasting support for the church that will impact future generations. These contributions can come in several forms, including:
Gift of Securities
A gift of appreciated stocks, bonds, or mutual funds can help you maximize your capital gains tax benefits while also supporting Ave Maria Parish.
Qualified Charitable Distribution or IRA Charitable Rollover
An IRA Charitable Rollover is a tax-efficient way to support Ave Maria Parish during your lifetime. Individuals required to take mandatory distributions from their IRA can transfer up to $100,000 annually to a qualified charity like Ave Maria Parish without incurring taxes on these distributions.
Charitable Gift Annuity
You can make an irrevocable gift to Ave Maria Parish through a Charitable Gift Annuity, which can boost your retirement income and offer potential tax benefits for five years. Your funds will be professionally managed, providing you with a fixed payment for life.
Gift of Life Insurance
You can name Ave Maria Parish as the owners and irrevocable beneficiary of paid up life insurance policy that you no longer need. Not only does this allow you to make a major gift with little to no impact on your cash flow, but the cash surrendered value of your policy may also qualify as an immediate income tax deduction.
Donor Advised Fund
You can make a gift to create a donor advised fund that will provide you with an immediate tax deduction and allow you to make distributions to qualified charities on your own time schedule.
Bequests
You can include Ave Maria Parish in your will or trust, establishing a legacy of generosity that endures beyond your lifetime.
Ave Maria Legacy Society
Our Church has been part of the significant milestones in your life. Your gifts can help build a solid foundation to ensure our Church will continue to be here for your children, grandchildren, and future generations. The Ave Maria Legacy Society was created to recognize those who have included Ave Maria Catholic Church or the Ave Maria Parish school: the Donahue Academy as beneficiary of an IRA, estate, or donor advised fund.
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For more information on planned giving, please contact Joanne Campuzano at 239-261-5555.
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*Ave Maria Catholic Church does not provide legal, tax, or financial advice. When considering gifting options, seek the advice of your own legal and/or financial professionals.