Giving Catholics the opportunity to care for future generations and the Office of Stewardship promotes planned giving.
Catholic families decide the best way to practice Stewardship of financial resources is leaving a legacy to Catholic parishes, schools, archdioceses, hospitals and institutions serving their families over generations.
Will and Estate
Make a bequest in your will and estate to donate a certain dollar amount or percentage of assets to parish, school, archdiocese, hospital and institution. To leave a financial gift and assist the work of Catholic ministry and outreach through the Archdiocese of Santa Fe using this language.
"I/We bequeath to the Roman Catholic Archdiocese of Santa Fe a New Mexico non-profit organization the sum of $_________as unrestricted gift.
Life Insurance Policy
You can also designate the Archdiocese or your parish or school as a beneficiary as a 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 to any of the portion of the IRA to any Catholic organization you want to help.
POD (Pay on Death Account)
You can set up or designate any of your exsiting banking or brokerage accounts with the account balance payable upon death to Catholic organizations.
It's always beneficial to consult with your estate planning counselor or attorney.