Bequests
A charitable bequest is one of the simplest forms of gifting to St. Max and can leave a lasting impact on our parish.
Benefits of a bequest:
Estate Benefits: You receive a charitable deduction on your estate tax
Tax Benefits: Bequests reduce the burden of taxes in your legacy to family members
Legacy Benefits: You leave a lasting legacy to St. Maximilian Kolbe Church and the community she supports
With the help of an attorney, you can customize the language in your will/trust that specifies gifting to family, friends, church, and more as part of your estate planning. Alternatively, you can make a bequest through a beneficiary designation form.
How to Make a Bequest
Your bequest can be made in several ways - through a percentage (a portion of your estate), a specific (a specific dollar amount) or residual (from the balance/residue of your estate) bequest. Work with your attorney to find the best fit for you and your family.
Types of Bequests:
Will or Irrevocable Trust: You can include a bequest to St. Max in your will or trust
Savings: You can include St. Max as a beneficiary to your retirement account (401(k), IRA, 403(b) or pension plans)
Insurance: You can include St. Max as a beneficiary to a life insurance policy