Bequests & Estate Planning

For more information about estate planning or making a bequest, please contact our Director of Parish Administration, Pat Joyce, at (909) 626-3596, ext. 4203 or email Pat Joyce.

 

We have the ability to help donors tailor an estate plan or make a bequest for all OLA Parishioners through the:

 

 

The Planned Giving Office provides crucial support to Our Lady of the Assumption by enabling philanthropic individuals to make major gifts through their overall financial and/or estate plans. As a part of the overall Development Department, OLA with the help of the Archdiocese of Los Angeles office can assist our parishioners to become donors with a variety of planned giving options. 

 

Options can include: bequests in a will or trust, gifts of personal property, retirement assets,real estate, retained life estates, life insurance, charitable gift annuities, charitable remainder trusts, and charitable lead trusts.

Through the Archdiocese Our Lady of the Assumption will be providing Estate Planning Seminars  that will be free and open to the public. These seminars are conducted at OLA by the Archdiocese staff and volunteer attorneys, financial advisors and tax professionals and offer general information on how to begin an estate plan, the components of a plan, and how structuring your plan can affect loved ones, taxes and charities.

 

The seminars also include information on Catholic teaching on Advance Healthcare Directives, provides forms needed to begin planning and a certificate for a free consultation with our legal and financial advisors.