CREATE
A LEGACY OF FAITH
Planning
a future gift to support the Diocese of Oakland
Planning
a Bequest
Sample Bequest Language
Gifts from an IRA or Qualified Retirement
Plan
Life Insurance
Gifts of Appreciated Securities
Become a Special Member of the Regina Mundi
Society
The
Diocese of Oakland
2900 Lakeshore Drive
Oakland, CA 94610
(800) 465-GRACE (4722)
Planning
a Bequest
A will can be a creative vehicle through which to make a thoughtful
gift. By including the Diocese of Oakland in your will or
living trust you can ensure your legacy will support future
generations. Your support will go beyond the gift itself.
It will encourage and sustain the Diocese as well as continue
the tradition of faith and caring. You may choose one of several
ways to benefit the Diocese of Oakland. A gift at any level
will provide vital support. By having your attorney revise
your will or add a simple amendment, you can make a gift of
a dollar amount, a specific property, a percentage of your
estate, or what is left after your loved ones have been taken
care of.
Sample
Bequest Language
When you discuss including the Church in your will or living
trust, you should ask your attorney to include the following
wording in the will so that the Diocese will be remembered
in the proper way:
The
Diocese of Oakland
Tax I.D. number 94-1527086
"I give, devise and bequeath ___________________________to
the Roman Catholic Bishop of Oakland, a corporation sole with
principal offices at 2900 Lakeshore Avenue, Oakland, CA 94610,
(specific dollar amount, article, stock, etc.) OR a (fraction
or percentage of the residue of my estate) for the use and
benefit of (the Diocese of Oakland).
Gifts
from an IRA or Qualified Retirement Plan
If you have established an Individual Retirement Account (IRA)
or participated in a company pension plan, you may want to
consider including the Diocese as the beneficiary of your
plan. This could be an easy and convenient way to make a gift
that would perpetuate the work of the Diocese.
Life
Insurance
Life insurance is an ideal means for a charitable gift. By
designing the Diocese of Oakland as owner and beneficiary
of a new or existing life insurance policy, you will be able
to make a meaningful gift without depriving your family or
depleting your estate. You will also receive significant tax
advantages. A gift through life insurance is a wonderful opportunity
for you to provide a living memorial for yourself, your family
or someone you love.
Gifts
of Appreciated Securities
If you would like to make a gift of appreciated stock or mutual
funds please contact our office at (800) 465-GRACE (4722)
for further information.
Become
a Special Member of the Regina Mundi Society
If you have included the Diocese of Oakland in your estate
plans, please let us know by contacting our office. We would
like to honor and recognize your legacy gift by including
you as a special member of the Regina Mundi Society.
Members
of the Regina Mundi Society provide a high degree of commitment
to the Diocese. As a member, the Bishop will present you with
the Angel of Grace in appreciation of your generous gift.
With your permission we would also like to list your name
in our annual report with other members who have made special
plans to benefit the future of the Diocese.
The
information contained on this website is not intended as legal
advice; for this, please consult your attorney.
