When you include a gift to a Catholic ministry in your trust or will, you are not only making a meaningful gift but also making a clear declaration to your loved ones about the work that Christ has done in your life.
A legacy plan and gift are thoughtful, prayer-filled ways to communicate how your closely held values and Catholic faith can be passed on to the next generation. In your trust or will, you can make a bequest, a gift of money, property or assets, to your loved ones and to the Catholic causes that mean the most to you. There are tax benefits and consequences that may need to be considered. Please click here for more information about legacy giving, gain access to our free estate planning guide or learn more about our Light of Christ Legacy Society. You can also contact us at 714-282-3021.
Legacy planning also includes communicating with your loved ones and doctors the standard of medical care God wants for you. Click here to download a Catholic Advance Health Care Directive.
Please note that the OCF does not provide tax, legal or accounting advice. This material is prepared and made available for informational purposes only and is not intended to provide or be relied upon for tax, legal or accounting advice. Every donor should always consult a tax professional to determine his or her particular tax benefits and other consequences that may result from any particular type of gift to charity.