Tag Archive: #legacyplanning

Legacy Planning: Christmas Season Giving

During this most holy season, rejoice in the birth of our Lord and Savior, Jesus Christ. As stewards of our faith, please continue his good work on earth by considering a gift through your will or a planned gift in [read more...]

Legacy Planning: Estate Planning Awareness Week

National Estate Planning Awareness Week is October 17-23, 2022 Do you have an estate plan? If not, now is the perfect time to contact an estate planning professional to begin the process. If you already have a plan in place, [read more...]

Legacy Planning: Priests’ Health and Retirement

“Behold what manner of love the Father hath bestowed upon us, that we should be called children of God; and [such] we are. (1 John 3:1) Priests have dedicated their lives to the ministry of God’s children, serving our needs [read more...]

Legacy Planning: Please Consider a QCD Gift for OLW

You can help to support our parish and cover our increased operating costs by making a qualified charitable distribution (“QCD”) gift from your individual retirement account. A QCD gift (a.k.a. IRA charitable rollover) allows individuals age 70½ or older to [read more...]

Legacy Planning: Name OLW Life Insurance Beneficiary

“For where your treasure is, there your heart will be also.” (Matthew 6:21) Do you have a life insurance policy you no longer need? Please consider instructing your life insurance agent to include (insert parish name) as a primary or [read more...]

Legacy Planning: Donate Securities or Mutual Funds

A Tax-Savvy Way to Support Our Parish Please help us cover our increased operating costs by considering a direct gift of securities or mutual funds. You can reduce or eliminate federal capital gains taxes on the transfer. You may also [read more...]

Please Remember OLW in Your Will or Trust

When considering which charities to include in your will or trust, we hope you will remember Our Lady of the Wayside. A bequest can be made to our parish using the following language: “I give [insert specific dollar amount, or [read more...]

Legacy Planning: Take Advantage of Higher Payout Rates!

For the first time since 2018, charitable gift annuity payout rates have increased – allowing you the opportunity to benefit more from your giving and to help ensure that God’s good work continues. When you establish a charitable gift annuity [read more...]

Legacy Planning: Include OLW in Your Estate Plan

“For where your treasure is, there your heart will be also.” (Matthew 6:21) Please prayerfully consider remembering our parish when you update your estate plans. These gifts help us to build a solid foundation for the Catholic formation of future [read more...]

Legacy Planning: IRA Gifts for Our Parish

“I am the LORD; I have called you in righteousness; I will take you by the hand and keep you; I will give you as a covenant for the people, a light for the nations.” (Isaiah 42:6) If your family’s [read more...]