PLANNED GIVING
Planned giving offers parishioners and others a special way to extend their faith and stewardship beyond their lifetime. By including the Parish of St. Ann in your will, trust, or estate, or by establishing an endowment, you create a lasting legacy that will strengthen and sustain our parish in perpetuity. These gifts contribute to our church’s long-term stability, supporting ministries, education, facilities, and future projects close to your heart.
WAYS TO GIVE
Giving Through Your Will or Estate
Bequests
To leave a specific amount, percentage, or remainder of your estate to the Parish of St. Ann through a gift in your will or trust, the wording should be as follows:
“Parish of St. Ann in Charlotte”
You may then specify if the gift is to be used for general purposes or a specific purpose.
“Parish of St. Ann in Charlotte”
You may then specify if the gift is to be used for general purposes or a specific purpose.
Beneficiary Designations
Name the “Parish of St. Ann in Charlotte” as a beneficiary of your retirement accounts (IRA/401k), life insurance, or investment accounts by contacting your plan administrator.
Gifts of Appreciated Assets
Donating stocks, bonds, or property provides tax benefits while supporting the future of the Parish of St. Ann in Charlotte.
Endowment Funds
An Enduring Gift
By funding or establishing an endowment, you ensure St. Ann’s long-term financial health. Endowments preserve the principal amount, which is invested to generate a stable, lasting source of income for our parish. Our current endowment is:
- St. Ann Catholic Church Endowment Fund, which supports the general needs of our parish, allowing funds to go where they’re needed most.
Contact Us
We hope you will share your gift intentions with us so we can ensure your wishes are honored and extend our heartfelt gratitude for your generosity.
If you’ve already included the Parish of St. Ann in your estate plans, please let us know. We would be honored to welcome you into the St. Ann Legacy Society, created to celebrate those who extend their stewardship beyond their lifetime. Members receive an invitation to an annual gathering with Father Reid.
To discuss legacy giving options or share your intentions, please contact:
If you’ve already included the Parish of St. Ann in your estate plans, please let us know. We would be honored to welcome you into the St. Ann Legacy Society, created to celebrate those who extend their stewardship beyond their lifetime. Members receive an invitation to an annual gathering with Father Reid.
To discuss legacy giving options or share your intentions, please contact:
- Mark Donzella, Director of Operations for St. Ann: [email protected] or 704-523-4641 x224.
- Gina Rhodes, Diocesan Director of Planned Giving: [email protected] or 704-370-3364.
RESOURCES
YOUR LASTING LEGACY
Thank you for considering this enduring act of faith and generosity to support Parish of St. Ann. By extending your stewardship in this profound way, you are leaving a legacy of faith, service, and opportunity for future generations to share in and build upon the blessings we cherish today as a faith family.
