Search
Planned Giving Options
-
Leave a Legacy of Transforming Love
-
"It was not you who chose me,
but I who chose you and appointed you
to go and bear fruit that will remain"
John 15:16
You may not think you have much of an estate but, considering things like home equity, retirement accounts, and life insurance, you may have a larger estate than expected. A gift from your estate to St. Austin could have a significant impact on our mission. Please consider naming St. Austin Catholic Parish as a beneficiary in a will, trust, retirement plan, or some other deferred giving plan. Bequests, trusts, and other forms of planned gifts provide a foundation for the sustainability and growth of our parish.
We're happy to visit with you to have a conversation of heart and mind about continued support of our parish mission through planned giving. We're committed to being worthy of your gracious gift and honoring the legacy entrusted to us. Contact Lysa Kraft at 512.477.9471 with questions or to arrange a meeting.
-
-
-
-
Life Insurance & Investment & Retirement Assets
-
Life Insurance & Investment and Retirement Assets
Life insurance pays heavenly dividends.
Retirement assets are tax-deferred accounts intended to promote savings for retirement.Please consider naming St. Austin as your primary or contingent (secondary) beneficiary on your investment accounts, including 401(k), 403(b), IRA, Annuities, or Life Insurance policy. These assets require separate beneficiary forms. The beneficiaries can be easily modified. For workplace accounts, you may be able to make your designation online or through your HR department. For private accounts, contact your investment firm to request a beneficiary designation form.
Please use the following language:
“I designate St. Austin Catholic Parish to receive the sum of [$ ______ or ____ % of my account/policy].”
Because most retirement plans are tax-deferred and therefore subject to income tax to your beneficiaries, retirement assets make ideal gifts to St. Austin. Naming St. Austin beneficiary of retirement assets upon death generates no income taxes. The benefit to St. Austin will be meaningful at your passing. Your legacy will be carried far into the future!
-
-
-
Tax-Free Gift From IRA
If you're required to take distributions from your IRA, you can donate up to $100,000 of those distributions from your IRA annually to St. Austin as a Qualified Charitable Distribution (QCD). The amount of the QCD can satisfy all, or part of your required minimum distribution; is excluded from taxable income; and allows you to support our parish. Your IRA administrator must send a check directly to the parish. Please be sure to notify us if this is a way you'd like to support our ministry so that we can acknowledge your generosity appropriately!
-
-
-
-
Wills, Trusts, Annuities and Real Estate
-
Wills and Living Trusts
Your gift may be an ideal way to continue your call to bring God’s transforming love to the world.
Please include St. Austin in your will or living trust and your legacy will continue. No charitable gifts can be made from your estate without a stated designation through a will. Please use the following bequest language:
“I, [name], give, devise and bequeath to St. Austin Catholic Parish the sum of
[$ ______ or ____ % of my estate].”
-
Charitable Gift Annuities and Charitable Remainder Trusts
A gift annuity establishes a lifetime of fixed payments leaving a legacy to fund our mission.
Please ask your tax advisor how to set up a Charitable Gift Annuity or Charitable Remainder Trust with St. Austin as the beneficiary.
-
Gift of Real Estate
With a major gift of real estate to St. Austin, you can continue to plant and nurture love here on earth and empower others into a lifestyle of stewardship through your example.
You can donate real estate to St. Austin, please let us know your intentions first. We need to work with you to make sure your goals can be realized within our gift acceptance policies.
-
-
-
-
Donor-Advised Funds & Stocks
-
Donor-Advised Funds
A donor-advised fund is a charitable giving program that allows you to combine favorable tax benefits with the flexibility to support St. Austin. Donor-advised funds can be set up through a community foundation or your financial institution.
When making a gift, you’ll need this information:
Organization Name:
St. Austin Catholic Parish
Address:
2026 Guadalupe St.
Austin, TX 78705Tax ID:
74-1295632
-
Stock
The gift of a stock is a great way to contribute. Making such a gift is simple and offers a number of financial benefits:
Produces a current tax deduction equal to fair-market value
Corporation may redeem stock shares
Could reduce liability for accumulated earnings tax
Step 1: Complete Transfer
If the shares are held at a securities firm or other brokerage account, please contact St. Austin to receive the required account information and identification numbers.
Step 2: Notify us of your gift
We’ll mail receipts for stock gifts, if we have the donor’s contact information and gift details, upon receipt. Direct questions to [email protected].
-
-
-
-
Endowment
-
The gift to establish or donate to an endowment may allow you to use this charitable gift for tax purposes. An endowment also allows you to distribute wealth before or upon your passing for tax purposes. There is no minimum investment or limit on the number of times you can give.
Interest earned on an endowment fund is invested to generate annual income. This type of gift allows your donation to continue supporting our ministries.
For more information or to make a donation, please contact [email protected].
-
-
An Acknowledgment
-
Brad Wiewel shared his expertise in the development of this information. We're most grateful.
-
