Many donors think that leaving a legacy means leaving a gift that is large and beyond what assets they have acquired during their lifetime. Nothing could be further from the truth.
Naming your parish, local Catholic school or the Diocese in general as a beneficiary can be a simple process.
The Office of Stewardship and Development can walk you through the process and suggest language that you can share with your professional advisors. While our office can assist you with this process, we recommend that Donors also consult their professional financial advisors for further information.