Not everyone wants to commit to making a gift in their will or estate. Some prefer the increased flexibility that a beneficiary designation provides by using:
It only takes three, simple steps to make this type of gift. Here's how to name the Catholic Diocese of Marquette as a beneficiary:
Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.
View My GuideRecently retired after 40 years of working in obstetrics, Dr. Susan Ritter is expressing her faith in new ways that bring joy and purpose to her life—and will continue to impact the lives of others.
“Now that I have a little more time, I can be a little more visible out in the community, so it’s kind of fun to do that,” Susan says.
From attending Mass to volunteering at the local pregnancy resource center to providing medical assistance to women in a remote Tanzanian village, Susan is sharing her time, talents and passion for her Catholic faith. In October, Susan plans to return to Tanzania, this time taking with her a fourth-year medical student.
“When I was younger, a little quieter maybe, I didn’t want to rock the boat as much,” Susan says. As time goes on, however, she says she cares less about rocking the boat and more about speaking up.
“I want people to know how important faith is—in how we live our lives, how we make our decisions, how we interact with others,” she says.
“I just realize that, as I mature, I want to leave a legacy. I want to leave a world of faith.”
One step Susan is taking to leave a world of faith is to update her estate plan. She and her husband are prayerfully discerning the disposition of their worldly assets in a way that honors and perpetuates the Catholic faith.
“I feel by giving, that is one way that I can be assured that there will always be faith,” Susan says.
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Download My KitInformation contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.