Planned Giving

There are several giving options available to those wishing to support the good works of St. Benedict’s Abbey. Gifts of securities are encouraged when supporters have the desire to make a charitable gift and avoid capital gains tax. Gifts of real estate may be accepted upon approval in accordance with appropriate gift acceptance policies.

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Charitable bequests

A gift in your will is an excellent way to support St. Benedict’s Abbey, one of its endowments, or to create a new endowment. You can make a specific gift amount in your will, name a percentage, or make the diocese a beneficiary of the remainder of the estate.


Gifts of appreciated property

Gifts of appreciated property held for more than one year, such as real estate, common stock, mutual funds, bonds, IRAs or retirement plans, offer significant advantages to the donor. Gifts of securities are encouraged when supporters have the desire to make a charitable gift and avoid capital gains tax. Gifts of real estate may be accepted upon approval in accordance with appropriate gift acceptance policies.


Charitable gift annuities

In exchange for your gift of cash, securities or other property, we will provide you and/or a named beneficiary an annual fixed annuity payment for life. Gift annuities offer immediate tax advantages, including partial avoidance of capital gains tax on the appreciation of donated property. Annuity rates can range from 5-11% depending on your age.


Charitable remainder trusts

You may establish a significant gift in the form of a charitable remainder trust that can provide a substantial income to you during your lifetime and, if you choose, during the life of a named beneficiary. Upon the death of the final beneficiary, the trust is terminated and the remaining principal is given to St. Benedict’s Abbey. A charitable trust can also be flexible to allow you to make future contributions and receive additional income tax deductions.


Life insurance

May times an old life insurance policy is no longer needed. Simply name the Abbey as a beneficiary. You could also name the Abbey as the owner and beneficiary of a new policy.