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My Catholic Legacy Gift Notification Form All responses are optional and will be kept confidential. Name(s): Address: City, State: Zip: Birthday (mm/dd/YYY) Today's Date: Phone: Email: Parish: Spouses

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What is my catholic legacy gift?

A catholic legacy gift is a donation made to a Catholic organization or charity as part of your estate planning.

Who is required to file my catholic legacy gift?

Individuals who have included a Catholic organization or charity in their estate planning and have designated them as a beneficiary of their legacy gift.

How to fill out my catholic legacy gift?

You can fill out your catholic legacy gift by consulting with a legal professional or estate planner to ensure that your wishes are properly documented and executed.

What is the purpose of my catholic legacy gift?

The purpose of a catholic legacy gift is to provide ongoing support for the mission and work of a Catholic organization or charity even after you have passed away.

What information must be reported on my catholic legacy gift?

You must report details about the Catholic organization or charity you have designated as a beneficiary, the type of gift you are making, and any specific instructions or restrictions you have provided.

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