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Legacy Gift Notification

Thank you for notifying us of your planned gift (will, bequest, retirement plan, life insurance, charitable annuity, etc) to your parish, Catholic school, favorite ministry, or the Catholic Foundation of North Georgia. Your gift is helping to secure the future of the Catholic Church and its ministries in The Archdiocese of Atlanta.



Please Share Your Gift Information

I/We have named my parish, Catholic school, Catholic ministry or the Catholic Foundation of North Georgia as a beneficiary of my/our estate plan.
The estate plan includes a gift of approximately $ or % of my/our estate.

This gift is presently in the form of a (check all that apply):

Gift made by way of will or living trust.
Beneficiary designation gift of an IRA, 401(k) or other retirement plan.
Beneficiary designation gift of a bank or savings account, CDs or brokerage account.
Beneficiary designation gift of a life insurance policy.
Charitable Gift Annuity (CGA) with my parish/Catholic school/ministry/Catholic Foundation named as a remainder beneficiary.
Charitable remainder trust (CRT) with my parish/Catholic school/ministry/Catholic Foundation named as a remainder beneficiary.
Other

My gift is intended to be used for — please list the parish(es), school(s), ministry(ies) or the funds at the Catholic Foundation of North Georgia.
I/We understand that the gift described above is not binding and that it may be changed or revoked at any time should my/our needs or circumstances change. I/We will, to the best of my/our abilities, attempt to keep you informed should I/we change this gift or should the dollar value of this gift significantly increase or decrease.

Since this gift makes me/us a member of the Deo Gratias Society, please recognize my/our support as follows (select one):
I/We approve having my/our name(s) listed as members of the Deo Gratias Society to motivate and inspire others to leave a future gift to benefit the parish(es), school(s), or ministry(ies) that they choose. Please list my/our names as follows:
I/We do not want to my/our names published and prefer to be listed as 'Anonymous' member(s).

Donor(s) contact information



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5871 Glenridge Drive
Suite 300
Atlanta, GA 30328
PHONE 404.497.9440
FAX 404.497.9422
[email protected]

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.