PLANNED GIVING & GIFTS OF SECURITIES

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We are pleased that you have an interest in learning about making a planned gift to St. Gregory. If you have any questions about the best way to designate St. Gregory in a planned gift, please contact our Development Director, at development@saintgreg.org or (954) 473 - 8170.

 

Planned giving can be a bequest in a will or other document after death or it can be an arrangement during your lifetime.

 

With the help of an advisor/lawyer, you can include language in your planned gift outlining the specifics of a gift to be made to our church or school.

TALK TO US

Call the Development Office

 

(954) 473-8170

or email us at 

 

development@saintgreg.org

What to Give:

 

  • Gifts of Stocks and Bonds – Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a donation.

  • Gifts of Real Estate – Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch, or commercial property.

  • Gifts of Retirement Assets – Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension, or another tax-deferred plan.

  • Gifts of Cash – A gift of cash is a simple and easy way for you to make a gift.

  • Gifts of Insurance – A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

 

How to Give:

  • Bequests – You can designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.

  • Tangible Property – Personal property or goods

  • Ordinary Income property – Business property or goods

  • Long-Term Capital Gain Property – Stocks, bonds, mutual funds, etc.

  • IRA Rollover or Minimum Required Contributions – You can direct your minimum IRA contributions required at at age 70.5 to charity or leverage the IRA Charitable Rollover act

  • Charitable Gift Annuity – You can transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

  • Charitable Remainder Unitrust – You can transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.

  • Charitable Remainder Annuity Trust – You can transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.

  • Charitable Lead Trust – You can fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.

  • Sale and Unitrust – You can give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.

  • Bargain Sale – We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.

  • Give it Twice Trust – You can provide your children with a stream of income while making a gift to charity.

  • Life Estate Reserved – You can give your property to our organization but retain the right to use the property during your life.

  • Blended Gifts – There are many combination gift options that can make your giving go farther than a simple gift of cash or property.

The Father Martin Cassidy Society is named for our beloved pastor who served our parish from 1974 to 1991. The society honors a man whose life demonstrated his commitment to educational excellence in the Catholic tradition and love of Christ’s church. He overcame challenges such as the church being destroyed by fire, tremendous growth in the Catholic community, and his proudest moment when St. Gregory was nationally recognized as a “National Blue Ribbon Exemplary School.”

​The Society is composed of individuals and families who have included St. Gregory in their estate plans or have named St. Gregory as a  beneficiary in a charitable gift arrangement.

​If you have already named St. Gregory as a beneficiary, we welcome you to share with us your plans so that we may be able to include you in the Father Martin Cassidy Society. As a member of the Society, you exemplify an exceptional commitment towards the Church and faith in St. Gregory that will have a direct impact on generations of future Catholics.

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Contact Us

Address

© Copyright by

St. Gregory the Great

Catholic Church and School

Phone: (954) 473-8169

Fax: (954) 472-1638

Email: info@saintgreg.org

200 N. University Drive,

Plantation, Florida 33324