Legacy Giving

St. Joseph & Nativity of the BVM

Legacy Giving Photo 2

What is Legacy Giving

Legacy giving—sometimes called planned giving—is a meaningful way to support the mission and future of our parish through your estate plan. It allows you to care for your loved ones while also strengthening the faith community that has shaped your life and the lives of so many others.

A legacy gift often does not require a gift today and can be adjusted over time as your circumstances change.

Legacy Giving Photo 1

Why It Matters


A legacy gift helps ensure that future generations in our parish will:
Experience vibrant worship and lifelong faith formation
Be supported through ministries of charity, compassion, and outreach
Worship in a parish strengthened by the faith and generosity of those who came before them

Ways to Leave Your Legacy


There are several simple and flexible ways to include our parish in your plans:
Bequests: Include our parish in your will or trust
Retirement Accounts: Name the parish as a full or partial beneficiary of an IRA or 401(k)
Life Insurance: Designate the parish as a beneficiary of a policy
Bank and Investment Accounts: Use “payable on death” or “transfer on death” designations to direct remaining funds to the parish

Mary Lou Ozimek offers a simple overview of how to take that first step.