Making a bequest in a will or revocable living trust to the Diocese of Lafayette is a simple way to donate, and it can also help to reduce inheritance taxes. Some highly taxable assets, such as retirement plans, often make sense to donate to charity while leaving other assets to loved ones. Any percentage, part, or component of estate or trust assets can be left to the Diocese of Lafayette, a specific church parish, a Catholic school or a charity of your choice.
One easy way to get started is to use a free estate planning tool, courtesy of the Diocese’s relationship with FreeWill.com. It helps you to write a legal will at no personal cost, and can include the necessary bequest language to support the charities that you love. Get started here.
I hereby give, devise, and bequeath the sum of $__________ (or _____ percentage of… or residual of my estate) to the Diocese of Lafayette, or its successor organization, located at 1408 Carmel Drive, Lafayette, LA Federal Tax ID #72-0437696, for the benefit of a specific named parish, school, ministry, or other organization.