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The Catholic Foundation of Northeast Kansas Annual Designation of Fund Trustees I certify that I am the Trustee Chair (not pastor) for the ___ ___ (Fund), which is established at The Catholic Foundation

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How to fill out parish legacy society

01

Contact the parish office to express your interest in joining the legacy society.

02

Schedule a meeting with a representative from the parish to discuss the legacy giving options available.

03

Fill out the necessary paperwork, which may include a pledge form or a commitment letter.

04

Consider including the parish in your estate plan by designating a portion of your assets or leaving a bequest in your will.

05

Attend any meetings or events related to the parish legacy society to stay informed and involved.

Who needs parish legacy society?

01

Individuals who are passionate about supporting their parish and want to leave a lasting impact.

02

People who wish to ensure that their legacy continues through supporting their parish community.

03

Those who are looking for a way to give back to their religious community and leave a charitable contribution.

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What is parish legacy society?

Parish Legacy Society is a program or initiative aimed at encouraging and recognizing individuals who include the parish in their estate plans or provide for its financial support through planned giving.

Who is required to file parish legacy society?

Typically, individuals who have made a legacy gift or have included the parish in their estate planning are required to file or report to the parish legacy society.

How to fill out parish legacy society?

Filling out the parish legacy society usually involves completing a form that provides details about the legacy gift, the individual's information, and perhaps a statement of intent regarding the gift.

What is the purpose of parish legacy society?

The purpose of the parish legacy society is to foster a culture of planned giving, ensuring long-term financial sustainability for the parish, and to honor those who contribute through their estate plans.

What information must be reported on parish legacy society?

Information that must be reported typically includes the donor's name, contact information, details about the gift (type, value, etc.), and any specific wishes regarding the use of the gift.

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