Leaving a Legacy

Catholic families often decide that the best way to practice Stewardship of their financial resources is to leave a legacy to the Catholic parishes, schools,archdiocese, hospitals, and institutions that have served their family over generations. This can be done in a number of ways:

Will or Estate – Make a bequest in your will/estate to donate a certain dollar amount or percentage of your assets to that parish, school, archdiocese, hospital, and/or institution. To leave a financial gift to assist the work of Catholic ministry and outreach throughout the Archdiocese of Santa Fe, you may use this language:

 “I/We bequeath to The Roman Catholic Archdiocese of Santa Fe, a New Mexico non-profit corporation, the sum of $_______ as an unrestricted gift.

Life Insurance Policy – You can also designate the Archdiocese, or your parish, school, etc. as a beneficiary of your life insurance policy. You can designate the entire amount or any percentage of the policy that you wish.

IRA or Retirement Account Designation – You can make a beneficiary designation of any portion of your IRA to any Catholic organization you wish to help.

Pay on Death (POD) Account – You can set up or designate any of your existing banking or brokerage accounts, with the account balance being payable upon death to Catholic organizations.

It is always beneficial to consult with your estate planning counselor or attorney. 

If you would like to speak to the Archdiocese of Santa Fe about making a specific bequest to the Archdiocese, please contact Dr. Dolly Sokol, Executive Director of Development for the Archdiocese via e-mail at  or by calling 505-831- 8141. She would be happy to speak with you!” The red means eliminate my e-mail address and make a hot link directly to e-mail.


 “LEAVING FOOTPRINTS: OUR LEGACY”

AUGUST 2015 – Dr. Wallace Ford, Certified Elder Mediator

Download “Leaving Footprints: Our Legacy” Here

RETIREMENT – THE SIXTH ADVENTURE OF LIFE

  • New freedoms
  • Opportunity to do “bucket list”
  • Ability to release your curiosity
  • Experience the joy of being alive

BIG CHANGES IN THE SIXTH ADVENTURE

  • Changing Bodies (slower-ness, pains, etc.)
  • Changing Worlds (world seems to become smaller)
  • Changing Minds (not as sharp as they used to be

7 POSSIBLE LOSSES/THE DARK VALLEYS OF THE SIXTH ADVENTURE

  1. Strength
  2. Health
  3. Peer Group
  4. Consultative Authority
  5. Loss of Identity
  6. Loss of Physical Space (smaller living quarters, living with family members)
  7. Loss of Financial Independence

RETIREES NEED TO AVOID “NARRATIVE FORECLOSURE”

  • Feeling that “my life’s story has ended”
  • Feeling that “it is too late to live meaningfully”

IMPORTANT WORK FOR THOSE IN THEIR MID-60’S AND BEYOND

  • “Putting My House in Order” – Physically, Psychologically, Emotionally
  • Retrieving Our Memories –feast on memories, wisdom, people, times, and places that have restored our soul over the years
  • Retrieving Our Regrets and Seeking Forgiveness
  • Completing Big Projects, if you have any
  • Making/Implementing Plan for Will, Trust, Bequests and Donations, etc.
  • Creating Powers of Attorney for Legal and Healthcare

CREATING A LEGACY WORKBOOK

  • Why? To maintain our health and well-being as we age.
  • Exercise 1: Alphabet of Memories: Go through the alphabet and take time at each letter to write down a memorable enjoyable thing/experience beginning with that letter.
  • Exercise 2: Giving Away Memories: Of the memories above and other lifetime memories, decide what memories you want to give to whom? Be Specific.
  • Eg. Give memory of living as a young Catholic to great nieces
  • Exercise 3: Letters of Appreciation – Write a letter of appreciation to someone(s) that have been impactful in your life. Even if you have told them before, write a note/letter and say it in writing to them.
  • Exercise 4: The Difficult Legacy – Who do I need to apologize to and ask for forgiveness? You can do this in person or in writing. You can do this, even if the person is deceased or you will not send the note. Why? This activity produces healing in us.
  • Exercise 5: Write/Audio/Video Record An Ethical Will
    • Who have I valued most in my life? (Be specific) When did this valued feeling/person first become apparent to you? Why have you valued this person/these people at different times or throughout your life?
    • What obligations have I sought to fulfill in my life?
    • What imperatives have guided my life?
    • What virtues have guided my life?
    • To whom (one or more) do I want to bestow the knowledge of these reflections on my life? How?