Things you can do to leave a legacy:
Prepare a will.
Our faith, values, and our deepest commitments can endure even at end of life. Through planned giving we can ensure that our earthly expression of our life of faith continues for generations to come. By including St. Matthew’s in estate planning, we help assure the continuing witness and work of the Church that has sustained and nourished us during our lifetime.
Leave a specific amount or portion of assets in your will to St. Matthew’s.
These St. Matthew’s funds accept legacy donations: Endowment Fund, Capital Reserve Fund, Good Faith Fund, and General Operations (Commemorative Gifts).
In addition to cash, consider using appreciated assets to fund current charitable gifts and planned gifts. These include, but are not limited to stocks, bonds, certificates of deposit, real estate, vehicles, art, and jewelry. Such gifts may even provide tax savings. Please contact your tax advisor when making such a gift.
You can name a St. Matthew’s fund in your will or as the beneficiary of your pension plan, IRA, retirement plan, and/or insurance policy. Doing so can avoid estate and income taxes. Be sure to seek the advice of an attorney or accountant when designating a charity as partial beneficiary of a retirement account.
You can also remember loved ones by donating to a St. Matthew’s fund.
Encourage family and friends to leave gifts to St. Matthew’s in their wills.
Explain the funds at St. Matthew’s and why contributing to them enables the church to remain vibrant. Be sure your financial advisor includes your desired legacy giving as part of your financial plan.
Once you have made the arrangements, visit with the St. Matthew’s Business Manager if you wish to make your bequest known. At that time, decide whether to list your name in the Legacy Society or if you wish to remain anonymous.
If you have any questions or would like any information about the St. Matthew’s Funds, contact the St. Matthew’s Business Manager: BusinessManager@StMattsAustin.org.