Estate Planning & Planned Giving

You may designate Our Lady of the Lake Catholic Church to receive all or a portion of your estate after your lifetime. This type of giving may be accomplished through:

Will or Trust: You can name Our Lady of the Lake Catholic Church in your will or trust as beneficiary, and your estate may receive an income tax deduction for the value of your bequest. Consult with your estate planning attorney and your financial advisor to analyze your particular situation and confirm benefits.

Retirement Accounts: You can name Our Lady of the Lake Catholic Church as a beneficiary of your IRA, 401(k), or other qualified retirement plans. Any amounts remaining in your plan, free of income and estate tax, will transfer to OLL. Consult with your finance and/or tax advisor to analyze your particular situation and confirm tax benefits.

Any questions about Planned Giving, please contact ...