Leave a Legacy
Estate planning can be more than transferring resources upon your passing. By clearly defining your objectives and good preparation, you can leave a legacy that takes care of your loved ones and continues the stability of our Saints Constantine & Helen Greek Orthodox Cathedral.
The process of creating a planned gift involves good communication. Letting your loved ones know why providing for the ministries of Saints Constantine & Helen is in your heart and why you want to leave behind a legacy of Stewardship.
Ways to leave a legacy to our Cathedral:
Bequest in a Will: While providing for your beneficiaries in your will, you can include a charitable gift for a specific amount, percentage or remainder of your estate.
Life Insurance Policy: You can turn a life insurance policy into charitable support. By naming Saints Constantine & Helen as the owner or beneficiary of an existing or new policy, you can make a significant gift.
Retirement Accounts: Naming Saints Constantine & Helen as the beneficiary of your IRA, 401(K), Keogh, 403(B) or other qualified retirement plan can provide greater tax benefits to your heirs while maximizing the impact to our Cathedral.
Gift in Trust: Saints Constantine & Helen can be named beneficiary of a revokable or irrevokable trust.
Charitable Remainder Trust: Cash, marketable securities or real estate may be placed into a charitable remainder trust. A charitable remainder trust is a way to make a gift that allows you to retain income from your property for life or for another period of time that you specify.
Real Estate: You may donate residential, commercial or undeveloped property.
Securities: Giving long term appreciated securities saves capital gains tax and may serve you better than giving cash. The donor of stock donations receives a tax deduction for the stock's fair market value.
Consult your professional legal or tax advisor when considering such gifts and potential benefits.