Have You Remembered St. Ambrose Church in Your WILL or TRUST?
For information, contact our parish office or contact the Planned Giving Office 213-637-7504
The Planned Giving Office provides crucial support to the Archdiocese, our parishes, schools and ministries by enabling philanthropic individuals to make major gifts through their overall financial and/or estate plans. As a part of the overall Development Department, we help donors with a variety of planned giving options including: bequests in a will or trust, gifts of personal property, retirement assets, real estate, retained life estates, life insurance, charitable gift annuities, charitable remainder trusts, and charitable lead trusts.
Our office also provides Estate Planning Seminars throughout the ADLA and are free and open to the public. These seminars are conducted at the parishes by our staff and volunteer attorneys, financial advisors and tax professionals and offer general information on how to begin an estate plan, the components of a plan, and how structuring your plan can affect loved ones, taxes and charities. The seminars also include information on Catholic teaching on Advance Healthcare Directives, provides forms needed to begin planning and a certificate for a free consultation with our legal and financial advisors.
Donors who make a planned gift to any ADLA ministry become members of The Legacy Society. Members in the society receive a certificate of membership and letter from the Archbishop, a member pin and invitations to special events. We invite you to become a member of The Legacy Society today!
Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income.
- Bequest
- You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
- IRA Rollover
- Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years
- Donor Advised Funds
- You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
- Beneficiary Designation Gifts
- You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
- Charitable Gift Annuity
- You 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 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 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 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 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 provide your children with a stream of income while making a gift to charity.
- Life Estate Reserved
- You give your property to our organization but retain the right to use the property during your life.
- Gift and Bequest
- A gift and bequest is a combination of a current gift and a charitable gift made in your will or trust. It is an easy way to support our cause today and make a lasting future impact.
- Endowment Gifts
- An endowment is a fund you can create now or in the future to achieve the impact you desire.
- IRA to Gift Annuity Rollover
- You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
