Create Your Legacy of Love
You can play a vital role in bringing the love of the Heart of Christ to future generations by making a planned gift to the Apostles of the Sacred Heart of Jesus! A legacy gift made today costs you absolutely nothing and is a simple way to make a lasting impact.
When you include the Apostles in your estate plans by any of the means listed below, you join the Clelia Legacy Society, an honorary community of all who have made a significant commitment to partnering with the Apostles in our mission of sharing the Love of Christ with a world in need.
“It’s been a blessing knowing the Apostles;
they were instrumental in our children’s education and faith formation. We’ve grown to love the Apostles and their ministries, which is why we’ve included them in our estate plan.”
Mark and Rosanna Ruiz
Sacramento, CA
Types of Planned Gifts
Bequests (Wills or Living Trusts)
Remembering the Apostles of the Sacred Heart of Jesus in your will or trust is a beautiful way to make a lasting impact while also reducing a taxable portion of your estate. You may want to designate a specific amount, or percentage of your estate’s value or a residual amount after you have provided for loved ones.
Securities/Stock
The gift of securities or stocks can be made at any time through your broker. Simply contact us to discuss how you would like to make this gift or stipulate a donation of stock in your will. The stocks will be liquidated upon receipt, and the value upon liquidation is that which is acknowledged for tax purposes. Gifts of securities are deducted at their fair market value and incur no capital gain tax.
IRAs or 401(k)s
Naming the Apostles of the Sacred Heart of Jesus, Inc. as a beneficiary of all or part of the remaining retirement plan removes that portion from your estate, and it transfers directly to the Apostles of the Sacred Heart of Jesus while reducing the size of your taxable estate.
Life Insurance
Adding the Apostles of the Sacred Heart of Jesus, Inc. as a beneficiary to your life insurance policies is a simple and meaningful gift. This option might be desirable when the original or one of your beneficiaries have already passed away.
Donor Advised Fund
This investment is a way to support the Apostles of the Sacred Heart of Jesus by naming us as the charitable organization to receive a grant from your Donor Advised Fund (DAF). When you contribute cash, securities or other assets to a DAF, you are generally eligible to take an immediate tax deduction. You may make donations now or leave instructions with your DAF sponsoring organization to make a lasting gift to the Apostles through assets incorporated in your will.
Real Estate/Personal Property
You may choose to donate real estate that you have owed for 12 months or more. You would avoid capital gains taxes and may deduct the fair market value of the real estate. You may also choose to use real estate to fund a trust. The Apostles of the Sacred Heart of Jesus, Inc. retain the right to refuse certain gifts of property or real estate.
Matching Gifts
Many employers offer matching gift programs that increase your charitable contribution. As an approved nonprofit organization, the Apostles of the Sacred Heart of Jesus qualify for many corporate matching gift programs.
“We owe the gift of our Catholic faith to the Apostles.
Their joyful witness and tangible love of Christ inspired us to develop our own relationship with God. Knowing the Apostles has been one of the greatest blessings in our lives and their mission is important to us.”
Vanessa and Francisco Pereira
Hamden, CT