Supporting St. Anthony Retreat and Conference Center through planned giving will help us continue in our mission of accompany all people in their spiritual journey for years to come. Your support – our work together – ensures that retreat center will be able to walk with others for generations to come.
There are many ways to make a planned gift to St. Anthony Retreat and Conference Center which allow donors to maintain access to income during their lifetime, and allows the retreat center to build capital to ensure we can continue our work.
A Gift in Your Will or Living Trust
By including a bequest to St. Anthony Retreat and Conference Center in your will or living trust, you are helping to secure the future of the retreat center. This simple way to make a very meaningful gift entitles your estate to an unlimited federal estate tax charitable deduction. If you’ve included a gift to St. Anthony in your estate plan, please let us know of your intentions. This will guarantee that your wishes are carried out after your lifetime.
- Suggested Bequest Language
“I give, devise and bequeath to St. Anthony Retreat and Conference Center, located at 43816 Sierra Drive, Three Rivers, CA 93271, ____% of my estate or the sum of $_____.”
Note: Please contact us for our Tax ID number.
Charitable Gift Annuity
The most common type of planned gift, you can make a charitable gift and you and/or someone you designate can receive lifetime income. The remainder is distributed to St. Anthony Retreat and Conference Center upon your passing, potentially reducing and deferring capital gains tax, and reducing probate costs and estate taxes. A portion of your initial gift may be tax-deductible, and a portion of the fixed payments is tax free.
A Gift of Retirement Account Assets or Life Insurance
If you are over 70.5 years old and have an IRA account, you must take a Required Minimum Distribution (RMD) annually. If you send your RMD to St. Anthony, your withdrawal is free of income tax. If you have a life insurance policy that you no longer need, you can turn the policy into a charitable, tax-deductible gift by naming St. Anthony Retreat and Conference Center as a partial or full beneficiary of an existing policy.
Charitable Remainder Trust or CRT
By transferring assets to a charitable remainder trust, you receive an immediate tax deduction and lifetime income for you or a named beneficiary. You may also reduce or avoid capital gains taxes on the gifted asset. Eventually, when the trust term is complete, the remaining assets are distributed to St. Anthony.
Stocks Bonds and Mutual Funds
Many gifts of appreciated securities such as stocks, bonds, and mutual funds provide a full deduction for the full fair market value of the donated asset. If you have owned securities for more than one year and the fair market value has increased since you purchased them, you can avoid capital gains tax and receive a charitable income tax deduction equal to the fair market value.