EASY WAYS TO GIVE

The Holy Michael Foundation is a non-profit corporation established for the sole purpose of supporting the ministry and mission of St. Michael’s. The Foundation is governed by a board of directors, including the Rector and lay members directly appointed by the Vestry.

BEQUEST

Including the Holy Michael Foundation in your will is the easiest way to make a lasting difference to your parish. If you currently have a will, please ask your attorney to prepare a simple codicil stating your wishes to bequeath a portion of your estate to the Holy Michael Foundation. Bequests can be designated as a specific amount or a percentage, or can be a gift of cash, securities, real estate or tangible personal property. If you do not have a will, we encourage you to consult with an attorney to have one prepared. Every adult needs a will. 

RETIREMENT PLAN ASSETS

Retirement funds are an attractive, yet often overlooked, option for planned giving, as they may offer tax advantages. To make a charitable gift of retirement assets, you would need to complete a new beneficiary designation form naming the Holy Michael Foundation as a percentage beneficiary. You may also be eligible to make qualified contributions directly from your IRA. 

LIFE INSURANCE

You may use one or more of your whole life insurance policies as a gift to the Holy Michael Foundation. This can be accomplished by naming the Holy Michael Foundation as a full or percentage beneficiary, or by transferring policy ownership to the Holy Michael Foundation. As with retirement assets, arranging for this can be as simple as completing a new beneficiary designation form. 

OTHER FORMS OF GIVING

In addition to planned giving, you can make a gift now to the Holy Michael Foundation. Below are just a few of the ways you can make a difference immediately.

Cash — Simply make a check payable to the Holy Michael Foundation.
Appreciated Securities — Transfer stock to the Holy Michael Foundation.
Real Estate or Personal Property — Donate real estate or tangible personal assets to the Holy Michael Foundation. 

This document is not intended to serve as legal or tax advice. Please consult your financial or legal advisor for complete guidance, benefits and implications of charitable giving.

For questions regarding the Holy Michael Foundation, please contact:
Catherine Fain Southard, Director of Development, (919-782-0731, ext. 121).