legacy giving
Legacy Giving - Lumen Christi Legacy Society
Throughout our lives we give of ourselves in so many ways. We support our Church and School, pass on the faith, and do our part to ensure that Saint Mary's Church and School thrive for generations to come.
You, as a member of the Saint Mary's family, can leave a lasting legacy to your parish.
The Saint Mary's Catholic Church and School Chapter of the Lumen Christi Legacy Society encourages and assists legacy giving by our parishioners to support the long-term financial future of the parish. We also wish to be a source of end-of-life resources for our members in keeping with the Catholic faith and Catholic teachings.
We invite you to speak with us, join with fellow parishioners as a part of the Lumen Christi Legacy Society and learn more about legacy giving to your church home.
Legacy Giving Links:
Contact Us:
Gregg Kamper
Director of Finance & Development
(804) 740-4044 ext 120
Legacy Committee:
Marie Kolendo: mkolendo331@gmail.com
Rich Bemis:
Kevin Finto:
Leigh Wolfram
Gregg Kamper
Types of Giving & Gifts
A legacy gift can take many forms and can be of great benefit in helping fulfill your personal financial objectives.
Gift from a Will or a Living Trust
A gift from a will or a living trust are two of the most common ways to create a legacy gift for the benefit of the parish. 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 our parish can significantly increase your tax deduction and the amount of income our parish receives.
Gifts from Your Retirement Plan
Gifts of retirement assets are another simple way to leave a gift by naming our parish as beneficiary of a percentage or the full amount of your Individual Retirement Account (IRA), 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 Saint Mary's Church and/or School as the beneficiary of a policy or transfer ownership of a paid-up policy to our parish.
Gifts of Real Estate
Our parish may be named as beneficiary or co-beneficiary to almost any type of personal property or real estate.
INFORMATIONAL SEMINARS
Get Your Affairs in Order
This seminar was presented by the Maggie Keenan from the Catholic Community Foundation, Diocese of Richmond and was recorded on April 23, 2024.
TOPICS INCLUDE:
- Catholic Advanced Medical Directives
- Funeral Planning
- Will and Trusts
- Legacy Planning
- Beneficiaries and Designations
Seminar for Young Parents
This seminar was presented by Eddie Whitlock & Jennifer Fischer, attorneys practicing in estate planning and was recorded on May 20, 2025.
TOPICS INCLUDE:
- Guardianship Planning
- Wills and Trusts
- The importance of making estate planning decisions while children are young and how to protect their inheritance.
- Understanding legal tools that can give you peace of mind & ensure your family is prepared for the unexpected.
- And more ...
What's Your Plan?
Speakers for this seminar are: Katie Hamann (Downsizing), Ben Gurley (Social Security), Wade Belote (Medicare). This seminar was recorded on June 1, 2025.
Description:
If you are considering retirement or are nearing it, or you are in your 60’s, or someone you care for is in that situation, you likely are facing the possibility of downsizing as well as applying for Social Security and Medicare. We invite you to a seminar on these topics in which experienced experts will help you consider important factors so you can carefully develop and execute a plan for navigating your transition.
