Consider partnering with Our Lady of Fatima to leave a legacy gift that that will assist the most vulnerable members of our community now and in the future. YOU can help your neighbors in need for many years to come!
Planned Gifts offer opportunities to save on taxes and provide for yourself and/or your family while allowing you support the mission and programs of Our Lady of Fatima. Consider a gift that embodies your values and allows you to make a difference in your community.
Here are some of the most popular charitable plans to consider:
Remember Us in Your Will
Are you among the nearly 70% of Americans who do not have a will? Writing a will is the best way to protect your loved ones and create a plan for your future.
A charitable bequest is one of the easiest ways you can leave a lasting impact on our organization. By including a bequest to Our Lady of Fatima in your will or living trust, you will make a profound difference in the lives of our communities most vulnerable individuals and their families for years to come.
This flexible gift option can be revised at any time, and can be made as a specific amount or a percentage of your estate. In addition, your gift entitles your estate to an unlimited federal estate tax charitable deduction.
Name Our Lady of Fatima of Fairfield County as a Beneficiary
For additional assets not covered in your will, including (but not limited to): 401ks, IRAs, Life Insurance Policies, and Bank Accounts, you must designate a beneficiary. Take the time to organize your accounts and name Our Lady of Fatima as a full or partial beneficiary for these assets.
IRA Charitable Rollover
A Special Opportunity for Those 70½ Years Old and Older
You can give any amount (up to a maximum of $100,000) per year from your IRA directly to a qualified charity such as Our Lady of Fatima without having to pay income taxes on the money. Gifts of any value $100,000 or less are eligible for this benefit and you can feel good knowing that you are making a great difference in the community. This popular gift option is commonly called the IRA charitable rollover – please ask your financial advisor for details.