PLANNED GIVING

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.

When you take stock of your financial assets you may be surprised at how much you've accumulated. Once you have added your home equity, retirement, bank and investment accounts together, it may be a number that surprises you, pleasantly! Making a gift to St. Anne's Shrine at your passing will allow you to leave an eternal legacy and even reduce your taxes.

Our desire is for you to discover the joy of giving to those who need your help far into the future.

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

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.

RETIREMENT ACCOUNTS, LIFE INSURANCE & ANNUITIES

Please consider naming Saint Anne's Shrine as your primary or contingent (secondary) beneficiary on your retirement accounts, life insurance (even the group life insurance you get at work) and any annuities you may have. Or you can name us as one of several beneficiaries by stating a percentage amount. Because these accounts each have separate beneficiary forms, you will need to use the form provided by that institution, many of which allow you to make these adjustments on-line, or through your HR Department.

Here is the language to use: "I designate Saint Anne's Shrine to receive the sum of [$ ______ or ____ % of my account/policy]."

 

Because most retirement plans are tax-deferred and therefore subject to income tax to your beneficiaries, retirement assets make ideal gifts to St. Anne's Shrine. Naming us as the beneficiary of retirement assets upon death will generate no income taxes.

 
WILLS & LIVING TRUSTS

Whether you use an attorney or a computer generated service like Legal Zoom to prepare your Will or Living Trust, by naming Saint Anne's Shrine, your gift of any amount or percentage helps support our mission far into the future.  

Charitable gifts must be made from your estate or living trust with specific language. Here is the suggested bequest language:

"I give and bequeath to St. Anne's Shrine [$ ____ or ___ %)."

 
GIFTS OF STOCK

You can give us stock directly. Your financial advisor can help you with this.

 
BANK & INVESTMENT ACCOUNTS

You can transfer your bank, credit union and regular (Non-IRA) accounts to Saint Anne's Shrine. You can do this by putting a POD (Payable on Death) or TOD (Transfer on Death) designation on those accounts to us. Ask your financial institution for the assistance with this.

 
GIFTS OF REAL ESTATE

With a gift of real estate to Saint Anne's Shrine, you can further our mission and lower taxes too. You can even donate your house to us now, live there the rest of your life and receive a large income tax deduction. Before you begin the process of donating real estate, please contact us to make sure we will be able to accept your generous gift.

 
GIFT ANNUITIES & CHARITABLE TRUSTS

A Charitable Gift Annuity is a way to make a donation to Saint Anne's Shrine at your death, receive a lifetime of income and get an income tax deduction. There are also special trusts called a Charitable Remainder Trust which works much like a Gift Annuity but is more suitable for larger gifts.

 
TAX-FREE GIFT FROM IRA

If you are currently required to take distributions from your IRA, you can donate up to $100,000 of those distributions from your IRA annually to St. Anne’s Shrine as a Qualified Charitable Distribution. It will satisfy all or part of your required minimum distribution and allow your gift to support the Shrine. Your IRA administrator can send a check directly to St. Anne’s Shrine. Please be sure to notify us if this is a way you would like to support our ministry so that we can acknowledge you appropriately!

 

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© 2020 by SAINT ANNE'S SHRINE. All rights reserved.

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

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