LUMEN CHRISTI LEGACY SOCIETY

Legacy Giving encourages parishioners to name our parish as a beneficiary in their will and/or estate plans.  Bequests are the most common type of legacy gift and is a testament of your faith as a Catholic and the significance St. Joseph has had in your life.

The Lumen Christi Legacy Society was established to recognize and thank supporters who have named St. Joseph Catholic Church in their estate plans.  Members of the Lumen Christi Legacy Society are led by their faith and values to preserve our Catholic heritage and ensure everlasting giving for the future.

Types of Gifts:

Gift from a Will or Living Trust
A gift from a will or living trust are two of the most common ways to create a legacy gift for the benefit of the parish.  A bequest may include cash, specific property, or a share of the estate.
Gifts of Stock and Appreciated Assets
Donating stocks, bonds, or mutual funds directly to St. Joseph Catholic Church can significantly increase your tax deduction and the amount of income our parish receives.
Gifts from your Retirement Plan
Gifts of retirement assets are another simple way to leave a gift by naming St. Joseph Catholic Church as beneficiary of a percentage or the full amount of your Individual Retirement Account, 401k or other qualified retirement plan.
Gifts of Life Insurance
There are many ways in which life insurance policies can be used to make a contribution, all of which provide tax deductions and the opportunity to make a more substantial gift than otherwise possible.  It is easy to name St. Joseph Catholic Church as the beneficiary of a policy or transfer ownership of a paid-up policy to our parish.

Membership in the Lumen Christi Legacy Society is simple. Complete the Lumen Christi Legacy Society Form.
Lumen-Christi-Legacy-Society-Parish-Intention-Form_St.-Joseph-CliftonForage.pdf

Call the parish office at 540-863-5371 for more information.