Legacy Giving

The Diocese of Lexington is grateful you are considering providing for the diocese or one of our parishes through estate planning.  Often times, Catholics and friends who have placed a high value on the Christian beliefs, want to provide for the diocese or their Church in perpetuity. This remembrance to the church can take several forms but does require preparation. The diocese would be happy to work with you, your attorney, or your accountant, to help you maximize your gifts and to reduce your tax obligations.

Gifts of Stock– Please follow the link to directions on how to gift stock to the Diocese of Lexington.

How to Handle Gifts of Stock – click here

Bequests – Continue your legacy of support to your church through making a provision in your will.  Every amount is helpful!

The Diocese of Lexington has partnered with FreeWill to give donors new ways to prepare for the future and give back to the diocese and your local parish.

Do you need to make a will?  Or update the one you have?  Many Catholics like to include gifts in their wills to build a strong future for the Church. Create your legally valid will for free today and build a legacy with your parish. This tool is free for you to use.  You can create a legacy to your parish, school or the diocese by including a gift in your will. Visit the will site to start your future plan.

Are you 70.5 or older? If so, you can make a tax-free gift directly from your IRA — the smartest way to give back to your parish today. Your gift is always tax-free, regardless of whether or not you itemize deductions on your tax return. If you are 70.5 or older, visit the QCD site to explore a smarter way to give.

Gifts of property, trusts, annuities, life insurance plans and retirement plans–  The Diocese of Lexington has partnered with Catholic Extension to offer secure Gift Annuities.  Please download the brochure through the link listed below or contact the Office of Development at (859) 253-1993 for more information.

 

Catholic Gift Annuities Brochure