Giving to Holy Family

Planned Giving

Patty Rose
Director of Stewardship and Development

Did you know there’s more than one way to share your treasure with Holy Family? You may leave a gift during your lifetime or as part of your estate. While cash is the most obvious way to give, other options are available.

If you would like learn more about planned giving, contact Patty Rose at patty@holyfamily.com or call her at 816-436-9200, ext. 30.

Stocks, Mutual Funds, Bonds
You may give appreciated stocks, mutual funds and bonds to Holy Family. By donating directly to your parish, you will gain the following benefits: no capital gains tax on the sale and a charitable income tax deduction.

A good time of the year to donate these gifts is close to the end of the calendar year. Because these gifts require coordination with the donor’s broker, this process should start no later than December 11 to ensure the gift is completed by the year’s end. These can be used to complete pledges to annual appeals or to donate to our capital improvement fund.

To donate securities to Holy Family, contact Greg Vranicar at 816-756-1858, ext. 529, or vranicar@diocesekcsj.org in the diocese’s Office of Stewardship and Development. The exchange is made through the Diocese of Kansas City – St. Joseph with Holy Family designated as the recipient.

Form to Donate to Holy Family
Learn More About Giving Securities

Charitable Bequests
Leaving a bequest in your will or living trust offers several ways to contribute to Holy Family. You may do this in several ways by providing a percentage of your estate, a specific dollar amount or asset or a gift from your estate’s balance. You may give gifts of cash, stocks, art, antiques, etc.

You may designate Holy Family as a beneficiary on financial accounts, such as bank and brokerage accounts, stocks, savings bonds, certificates of deposit, annuities, life insurance policies or retirement assets, such as an IRA, 401(k), 403(b), pension or other tax-deferred plans.

You may split the beneficiaries, so a portion may go to your family, as well as charities, such as Holy Family. When you bequest a retirement asset to Holy Family, the gift’s full value is transferred tax-free, providing your estate an estate tax charitable deduction.

Life-Income Gifts
A number of giving techniques are available to give you regular income with tax advantages that will provide an eventual gift to Holy Family. The two most common ones are charitable gift annuities and charitable remainder trusts. They are sometimes called “gifts that give twice.”

For assistance in planning charitable gifts with tax and financial implications, contact appropriate legal, financial and accounting advisers.

Memorial Gifts
When a loved one dies, please consider offering a memorial gift to Holy Family. These gifts honor a loved one or pay tribute to their values.

Cash/Credit Card

When you donate cash to Holy Family, you may donate to our annual appeal, capital improvements fund, to the Memorial Garden fund or to second collections. By donating to the annual appeal, you can make an impact on Holy Family to help with operating expenses. If you donate to the capital improvement fund, you are donating to the parish’s future. Regardless of what fund you donate to, you will receive a charitable income tax deduction.

Click on the following link to donate now or set up recurring payments for a variety of funds and collections.

Donate Now at Secure Site
When you donate online, it costs the parish to process payments. If you wish to help our parish by adding the cost of the offset fee, here’s how you do it:

Credit card processing fees are 2.75% of contributed amount per transaction. When you make your payment, you may mark the available check box to make an offset donation. The processing company figures the total amount.

Processing fees for automatic withdrawal from your checking account are 25 cents per transaction. You may simply add that amount to your total gift, if you like.

Annual Appeal

Commitment Card.indd

In thanksgiving for the gifts God has given us, we are called to return a portion of our resources to support the parish (6 percent of income), the diocesan church (1 percent) and other charities (3 percent). Below are two versions of the annual appeal form. The first link will take you to an interactive online appeal form. The second opens as a PDF, which you can fill out and return to church.

Online Annual Appeal Form
 

Annual Appeal Form, PDF Version
You may fill this pdf form out electronically. Save the form to your computer. Fill out, save again, print and return to Patty at the parish office.

Diocesan Annual Catholic Appeal
aca-logo-2017-yearOur Diocese also hosts an annual appeal, which support many of our ministries at Holy Family. Click here for more information and to donate to the Diocesan Annual Catholic Appeal.

 

 

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