CHARITABLE ESTATE PLANNING

As you have so generously made it possible for the Society of Saint Edmund to share the Gospel message, now and in the past, we remind you that there are a number of ways you can continue to partner with the Mission of Saint Anne's Shrine long into the future.

 

Charitable gift planning can assist you in making eternal investments through unique ways, such as including Saint Anne's Shrine in your Will and Estate Planning.  

Individuals often make planned gifts when they want to leave a legacy or leverage assets to make a gift that would otherwise not be possible. A planned gift can be as simple as inserting a phrase into a Will or designating a beneficiary to an insurance policy. There are also a number of planned giving tools designed to help avoid capital gains and estate taxes, while making gifts to charity.

Ways to partner with Saint Anne's Shrine in the work of bringing people to God and God to people through good Saint Anne:

Charitable Gift Annuity

​Charitable IRA Distribution

​Foundations

​Life Insurance

​Payable on Death Accounts

Real Estate

Retirement Assets

Revocable Living Trust

Securities

Wills

For more information about specific endowments, please do not hesitate to contact Father Brian Cummings at (802) 654-2476 who would be happy to assist you and answer any questions you may have. We would encourage you to contact your attorney who would also be able to assist you with suggestions and ideas suitable for you.

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92 St Anne's Rd., P.O. Box 280, Isle La Motte, VT 05463

(802) 928-3362 | sas@sse.org