The Planned Giving Program solicits bequests and planned gift arrangements.  As a beneficiary you can make a charitable gift and/or receive lifetime income because of your support for your parish and/or diocesan organization or program.  All gifts created by a will, bequest or life income program will be used for purposes congruent with the objectives of the Diocese of Ogdensburg.

The Diocese of Ogdensburg accepts gifts that take the form of:

1.) Bequests included in a will or a bequest included in a trust.

2.) Gifts of cash and/or other assets with income reserved for your life and/or other beneficiary. Several common forms of planned gifts with retained life income are:

• Charitable Gift Annuity
• Trusts, as required by the size of the gift

3.) Gifts of a personal residence, farm or cottage with life use (life estate) and enjoyment retained by the donor.

4.) Gifts of life insurance policies, stocks and/or bonds.

Bequests
The easiest and most common form of a planned gift is made through a will.  Federal and state laws encourage bequests.  A bequest is an excellent way to support the Diocese of Ogdensburg without taking away from any provision made for your family.

Charitable Gift Annuity
A Charitable Gift Annuity is a legal arrangement which you irrevocably transfer cash or securities to our segregated Gift Annuity fund in exchange for our promise to pay you a fixed amount each year for the rest of your life.  The amount you receive is determined by the amount of your gift and your age at your nearest birthday at the time of your gift.  The older you are when you make the gift, the higher the rate of return.  Once your annuity is established your income remains constant.  It is not affected by adverse economic conditions.

You receive an immediate income tax deduction which may be taken on your income tax  return the year of the gift or in the following 5 years.  A portion of your payments are tax-free, also.

An example of the Single Life Gift Annuity Rates

Rates Effective July 1, 2012

The Memorare Legacy Society
This society honors and recognizes the generosity and vision of those who have chosen to leave a legacy to the Diocese of Ogdensburg. Catholic parish or school, or diocesan programs or organizations through estate or deferred gifts.

Membership is acquired by designating a portion of your assets to pass at death to the Diocese of any diocesan entity. For more information contact the Development Office at 315.393.2920 or email development@dioogdensburg.org