Give

• Your gift will show the impact Saint E’s has had on your life and your family’s life.
• Your gift will inspire and influence others to give to the parish.
• Your gift will meet a parish need that is important to you.
• Your gift will enforce scripture which teaches people the importance of giving, stewardship and generosity.
• Your gift will ensure the sustainability of the parish and its ministries for the next 100 years.

Many parishioners have included the Rose Fund in their estate plans. Estate gifts can provide meaningful support to our ministries and may cost you nothing during your lifetime.

• Gifts from your will or trust
• Beneficiary designations: bank, brokerage and retirement accounts, insurance policies
• Donor-advised fund succession plans
• Charitable remainder trusts

Sample bequest language: “I give, devise and bequeath to the Saint E’s Rose Fund of Saint Elizabeth R C Church the sum of $_____[or___%] to be used for the support of _________. If it is ever impossible, impracticable, or inadvisable to use the gift in the manner set forth above, then my gift shall be used in an alternative manner that honors as closely as practical my original intentions as specified above.”

Contact us, especially if you plan to make a restricted bequest. We can help ensure your legacy meets your objectives.

A donor-advised fund works like a charitable savings account you create with your financial advisor. You can fund it with cash, stock and other assets. The Rose Fund welcomes grants from a DAF, and you can name Saint Elizabeth’s as your DAF beneficiary for the fund.

For your grant request, notify our staff and use Federal Tax ID 22-1593535.

If you are 70½ or older, you may be able to direct an IRA distribution to Saint Elizabeth’s for the Rose Fund. Eligibility, annual limits and tax treatment depend on current rules and your circumstances. Beginning at age 73, a distribution can count toward your required minimum distribution and avoid being recognized as income.

Ask your IRA custodian and tax adviser whether this suits you, then contact Dan to confirm receiving instructions and get the right acknowledgement letters. Current IRS guidance

Gifts of long-term appreciated stocks, bonds and mutual funds may save you more in taxes than gifting cash. For securities owned longer than a year, do not sell appreciated stock first: transfer it directly to Saint Elizabeth’s for the Rose Fund. For depreciated securities, sell first and give cash.

1. Contact Dan for current receiving and transfer instructions.
2. Share those instructions with your broker or financial adviser.
3. Let the parish know the donor’s name and the gift’s purpose so it can be acknowledged correctly.