Trusts and Wills

Create Your Legacy at St. Rose Church!

One of the most unique and important ways of ensuring the future of St. Rose Church is through a legacy gift. A legacy gift can take many forms such as a simple bequest as a part of your estate plans, which can be of great benefit in helping fulfill your personal financial objectives. It is our sincere hope that you will give prayerful consideration to partnering with us in shaping the St. Rose Church that our children, grandchildren and future generations will experience.

Gifts from a Will or Trust

Gift from a Will or Living Trust are two of the most common ways to create a legacy gift for the benefit of the Catholic Church. A bequest may include cash, specific property, or a share of the estate.

Gifts of Stock and Appreciated Assets

Donating stocks, bonds or mutual funds directly to St. Rose Church significantly increases your tax deduction and the amount of income our parish receives.

Gift from your Retirement Plan

Gifts of retirement assets are another simple way to leave a gift by naming St. Rose as a beneficiary of a percent or full amount of your Individual Retirement Account, 401K or other qualified retirement plan.

Gifts of Life Insurance

There are many ways in which life insurance policies can be used to make a contribution, all of which provide tax deductions and the opportunity to make a more substantial gift than otherwise possible. It is easy to name St. Rose as the beneficiary of a policy or transfer ownership of a paid-up policy to our parish.

Gifts of Real Estate

St. Rose may be named as beneficiary or co-beneficiary to almost any type of personal property or real estate.

Thank you for prayerfully considering a legacy gift to St. Rose Church. If you need any further information, please contact Stephanie Engelstad at the parish office. You may also check the Development Page of the Diocese of Trenton for more information.