Gifts
A Legacy Gift is one that allows you to arrange now for a donation that will transfer estate funds to the Foundation of the Diocese of Nelson Society. Bishop Bittman describes planned giving as ‘the opportunity to build on and extend the Church’s ministry and mission for generations to come’. The most common ways to make planned gifts are …
Legacy gifts make a clear statement about the importance of faith in the life of the benefactor, while at the same time providing vital support for priestly formation and theological education, our retired and disabled priests, or other initiatives of the Archdiocese.
The most common ways to make planned gifts are:
- Through gifts in your will
- By designating the Foundation or the Archdiocese of Nelson as owner and/or beneficiary of a life insurance policy
- Through a trust whereby assets pass to the Foundation or the Archdiocese of Nelson after your death
- Donations of publicly traded securities, real estate and other assets
- Through named endowment funds.
On the following links you will find the required information regarding steps involved to ensure your wishes are part of your Estate plan.
For further information contact Heather Wipfli, Diocesan Appeals Coordinator – phone 250-448-2725 ext 240 or heather.wipfli@nelsondiocese.org
Diocese of Nelson Society Planned Giving
Cover Memo for Securities Donations
Securities Letter of Direction
Springfield Funeral Home
Disclaimer: Every effort has been made to ensure the information in these pages is accurate and in accordance with the teachings of the Church and/or the customs and practices of the local church, specifically the Diocese of Nelson. Springfield Funeral Home does not represent or speak on behalf of the Diocese of Nelson. Please defer to the directive of the local ordinary or to the Pastor of the parish if there is a discrepancy of information contained in these pages. Local parishes may have their own traditions, requests and/or resources. We would appreciate to be notified of any errors, whether liturgical or grammatical in nature. Please send any such notices to contact@springfieldfuneralhome.com.