Planned Giving

Making a Planned Gift

You can assist the mission of the Archdiocese for the Military Services, USA (AMS), by creating a lasting legacy of generosity.

Planned gifts include bequests, life income gifts, life insurance, retirement accounts, stocks and bonds.

Our Lord commends us in James 1:17 that “Every generous act of giving, with every perfect gift, is from above, coming down from the Father of lights, with whom there is no variation or shadow due to change.” We invite you to give this passage prayerful thought as you reflect on your personal gift planning.

Ways to Give

The tax benefits to you and your family will vary depending upon the type of gift you choose.

Gifts by Will

Gifts that Pay You Income

  • charitable gift annuities
  • charitable trusts

Gifts that Protect Your Assets

  • charitable lead trust

Gifts from Retirement Plans

  • individual retirement plans
  • estate gifts
  • IRA roll over or required monthly distribution (after age 70)

What to Give

  • stocks and bonds
  • life insurance
  • appreciated securities

How to Give

There are a variety of different strategies that can help you to make meaningful gifts while enabling you to satisfy family financial obligations. As always, the AMS recommends that you consult with a qualified attorney when drafting your will or making changes to planned giving arrangements.

If you additional questions, please contact Mary Lavin, Executive Director of Major Gifts and Planned Giving at advancement@milarch.org or (440) 223-6482.

Resources

Sample Bequest Language Form

The Saint Lawrence of Brindisi Society

Individuals who make a planned gift to the AMS, or who notify the AMS that they have included it in their will or estate plans, are members of the Saint Lawrence of Brindisi Society. Saint Lawrence was canonized by Pope Leo XIII in 1881 and declared a Doctor of the Church by Saint John XXIII in 1959. Born Giulio Cesare Russo in 1559 in Brindisi, a town located on the Adriatic coast of the heel of Italy, Saint Lawrence was a Capuchin Franciscan. During his years of ministry Saint Lawrence served as a chaplain to the forces at Lepanto and a papal emissary and peacemaker. He is considered the greatest linguist among the Doctors of the Church.

Members of the Saint Lawrence of Brindisi Society have included the Archdiocese in their estate plans. In recognition of this commitment, members receive:

  • Satisfaction in knowing that they are making a lasting difference in the lives of Catholic service men and women, Veterans, and their families.
  • Annual Mass celebrated on his Memorial (July 21) in recognition of the generosity of this donor group for their personal intentions.