Planned Giving Information

A Legacy of Faith

“For where your treasure is, there also will your heart be.”
-Luke 12:34
 

Plan for Your Legacy

Stewardship is a way of life at Saint James Catholic Church and our parishioners respond to the goodness God has shared with them with much generosity through time, talent and treasure.

To be good stewards, we must plan appropriately for how to continue our stewardship way of life even as our own earthly life ends. Planning is important to insure that we are sharing the blessings we have accumulated during our lives. Appropriate planning requires us to consider how we intend to share our blessings and with whom.

New!

Saint James Catholic Church Endowment
(Established Summer 2019)
The Saint James Catholic Church Endowment was established to provide a long-term financial security for the parish while supporting its mission.  The endowment is meant to grow the principal of the fund while generating income each year from the interest.  There is no limit to the number of donors who may contribute to the fund and a gift of any size is encouraged.    The fund has been established with the Central Kentucky Community Foundation and will remain within its management.  The intention of the donor who established the fund is to provide a steady source of income for Saint James Catholic Church that will be used where most needed.  The Saint James Finance Council will decide each year how to best use the income from the fund.

Bequest Through A Will

You may choose to continue your stewardship by including Saint James Catholic Church or School in your will in one of the following ways:

• A specific dollar amount.
• A percentage of the value of the estate or the estate’s residue.
• Real estate or personal property
• Stocks or securities

Insurance/Retirement Plan Beneficiary

Saint James Catholic Church or School may be named the beneficiary of a life insurance policy or retirement plan such as an IRA, 401k, or 403b plan.

Seek Professional Counsel

You should always seek the services of an attorney, accountant or other qualified professional when preparing a will, trust or estate plan. He or she will be able to help you determine the gift method that will maximize the benefits for both you and the beneficiary of your gift.

Opportunities to Assist the Archdiocese of Louisville

Planned giving to the work of the Church is a demonstration of our gratitude to God. Gifts can be made through the Archdiocese for one or more of the following:

The Archdiocese of Louisville

Catholic Charities of Louisville

Catholic Education Foundation

Archdiocesan Planning Assistance

The Archdiocese’s Director of Planned Giving is available to assist you or your counsel with questions involving planned giving to a parish, school or any of the organizations listed.

The director can answer questions on topics such as the legal name for designating a gift to the church, existing endowment funds, and current gift acceptance policies.

Accountability Report

2019 Accountability Report
2018 Accountability Report
2017 Accountability Report
2016 Accountability Report
2015 Accountability Report

Confidential Request for Information

I am considering remembering my parish or other ministry in my will.

Please send me more information about making a planned gift.

A Legacy of Faith