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PLANNED GIVING

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     Planned Giving is a way for you to plan the long term distribution of your property to family, friends and charitable interests. We can assist you if you are interested in naming the Canons Regular of the Immaculate Conception in your will, making the special bequest or as a beneficiary to your insurance policy.

 

 

 

Wills and Charitable Bequests —————————————

Remembering the Canons Regular of the Immaculate Conception in your will is a way for you to leave a lasting legacy. By having an attorney add a simple amendment, donors can make a gift through their estate after providing for the needs of loved ones.

 

A Bequest made to the:

     Canons Regular of the Immaculate Conception

ensures that the Canons Regular of the Immaculate Conception will be able to continue to serve for generations to come.

 

For more information please contact Fr. Thomas Dome, C.R.I.C. at (805) 933-5063 or by email at cricusa@yahoo.com.

 

 

Living Trusts and Charitable Remainder Trusts ———

Planned gifts include designating the Canons Regular of the Immaculate Conception when you form a charitable trust or purchase a gift annuity. Charitable trusts, annuities and pooled income funds enable contributors to donate assets while retaining the income from these assets for their lifetimes. Contributors can take advantage of immediate charitable income tax deductions while experiencing significant estate and capital gains tax savings. At the end of your life, the Congregation will receive the remaining funds in the trust. Gift annuities provide you with a lifetime income, which is based upon your age.

 

For more information please contact Fr. Thomas Dome, C.R.I.C. at (805) 933-5063 or by email at cricusa@yahoo.com.

 

Insurance Beneficiary —————————————————

Designating the Canons Regular of the Immaculate Conception as the owner and beneficiary of your insurance policy is a simple but beneficial way for you to leave a lasting legacy and ensure that the Congregation will be able serve for generations to come.

 

For more information please contact Fr. Thomas Dome, C.R.I.C. at (805) 933-5063 or by email at cricusa@yahoo.com.

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