PLANNED GIVING TO THE ENDOWMENT FOR THE CARE OF RETIRED PRIESTS

There are many types of planned gifts you could make to The Endowment. Please review these opportunities and choose the gift that helps you to meet your goals and support the future costs of caring for retired priests.

Gift of Securities (Stocks and Appreciated Property)

Many parishioners prefer making a gift of appreciated securities because they will receive the full value of the securities as the gift value and pay no capital gains tax. Please consult your personal tax advisor regarding the special rules for gifts of appreciated property.


Bequest

Making a bequest gift is as simple as adding an amendment to your will stating you will leave a portion of your estate to The Endowment for the Care of Retired Priests.


Life Insurance

A modest investment can yield a significant gift by making The Endowment the beneficiary of a life insurance policy.


Charitable Trust

A charitable trust could be a great way to give a significant gift of appreciated real estate or securities while limiting estate or capital gains taxes.


Charitable Gift Annuity

A charitable gift annuity allows you to contribute assets to The Endowment and receive a charitable deduction. The annuity also provides you with a guaranteed income stream for life.


Gifts of Retirement Plan Assets

Naming The Endowment as full or partial beneficiary of your IRA, 401(k), 403(b), pension or other retirement plan avoids all income and estate taxes on those retirement plan assets and allows you to leave less heavily taxed assets to your heirs.

 

By giving a planned gift to The Endowment for the Care of Retired Priests, you will become a member of the Diocese of Allentown's Legacy Society. For more information on the Legacy Society or how to make a planned gift, please call 800-831-4443.

* Please consult your tax, financial or legal advisor concerning any gift arrangements you are considering.

THE ENDOWMENT FOR THE CARE OF RETIRED PRIESTS

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Our Priests...

Celebrate Mass, baptize us, and hear our confessions.  They bless us, mourn with us, and minister to us throughout our lives.  They have devoted their lives to the service of God and the Diocese of Allentown.  As they age, we, in turn, are called to minister to their needs.  Let us show our commitment to our priests by helping to provide for their care in retirement.

 

 

"The Villa is important to me because I have a happy environment for my declining years.  I love my home here; it is very happy and pleasant a beautiful home for all of us"

~Father Halabura