Four Ways to Leave a Legacy
There are four easy ways for you to remember your parish in your will!
- A Specific Bequest – You can designate a certain amount of cash or specific assets to the parish
- A Residual Bequest – You can plan for the parish to receive all or a portion of your estate after other specific bequests have been distributed
- A Percentage Bequest – You can designate a certain percentage of the estate to go to the parish
- A Contingent Bequest – You can make the parish the recipient of a bequest if others named in your will are not living at the time of your death
No matter how you decide to remember your parish, a gift from your will accomplishes several key benefits.
• It sends a strong message to your heirs that the Church played an important role in your life.
• It guarantees that your generosity to the Church will be continued even after you are gone.
• It provides important assistance to our parish.
• It may even provide tax benefits for your heirs.
Talk to your lawyer or financial counselor today about the best way for you to remember your parish in your will.
For more information or if you should have any questions on how to title the Parish in your Will or Trust please contact Sacred Heart Parish, at 386-428-6426, or the Catholic Foundation of Central Florida, at (407) 246-4889.
• If you wish to make a donation please visit online giving for more information or stop by the office, thank you!
Wills or Bequest Gifts
Please Consider Sacred Heart Parish in Your Estate Plan.
When considering gifts to a charity in your Will or Trust please remember Sacred Heart Parish. Gifts can be made to the parish in the following manner through your Will or Trust:
• A specific dollar amount
• A percentage of your estate
• A particular asset such as real estate or other valuables
You may also name the parish as a beneficiary of a retirement plan or life insurance policy.
Leaving a Legacy- A Story
A young man was surprised to find his sick and elderly grandfather planting a small peach tree in his backyard. When the young man asked his grandfather why he was planting the tree, the old man replied, “Son, all my life I have eaten the fruit from trees that other people have planted. I figure I have an obligation to make sure there is some fruit around for others to enjoy.”