Bequests, Endowments, Trusts


Five Things to Know About Estate Planning

  • You should have an estate plan regardless of your net worth.
  • Your plan should include a will.
  • You do not have to be wealthy to create a trust.
  • Talking about your plans with loved ones may avoid problems later.
  • You can create charitable gifts in your will that leave a lasting legacy.

As part of the estate planning process, consider two other documents that can help make sure your wishes are met.

  • A power of attorney can name a person or persons you wish to handle your financial affairs should you become incapacitated or simply prefer to have others manage your assets.
  • A living will can record your wishes about extraordinary medical care and life support measures.

Memorial Gifts

  • Memorial gifts are often received through an estate. A memorial can serve as an enduring an
  • Loving tribute to one or more individuals while contributing to the benefit of future generations.
  • Estate gifts can be funded with cash, securities, real estate or other property
  • A gift of all or a portion of the residue of your estate refers to property remaining after all distribution to family and others have been satisfied.
  • Gifts may be stated in terms of a percentage of an estate, thereby allowing gifts to increase or decrease depending on the value of the assets remaining.

To make a gift to St. Francis de Sales Church

The correct legal designation for gifts to St. Francis de Sales Church is: The Roman Catholic Archbishop of Los Angeles, a corporation sole for the benefit of St. Francis de Sales