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Planned Giving

What kind of legacy do you want to leave? 

Many of us feel compelled to make a difference and leave a lasting impact on the people we love and the world we will leave behind. The search for significance and the desire to plan for the future lead many to ponder their legacy. 

A charitable bequest is a donation written in a will or trust that directs a gift to be made to a qualified exempt charity upon death. One benefit of a charitable bequest is that it enables donors to further the good work of an organization they support long after they are gone. Better yet, a charitable bequest can help save estate taxes by providing an estate with a charitable deduction for the value of the gift. With careful planning, families also can avoid paying income taxes on the assets received from an estate.

Would you consider including the Jesuits of the Central and Southern Province in your estate plan through a charitable bequest? 

Learn more about a charitable bequest and other gift planning ideas by clicking here...

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Montserrat Jesuit Retreat House
Located on the shores of Lake Lewisville in Lake Dallas, Texas, Montserrat Jesuit Retreat House is situated on an inviting 37-acre campus less than an hour north of Dallas.