Planned Giving

The Catholic Heritage Circle


Inspiring the faithful of our diocese to preserve the past, honor the present and secure the future.

Overview

Over the years, many individuals within The Catholic Diocese of Arlington have remembered their parish church, parish school or our diocese in their estate plans. Planned gifts to our diocese or parishes can be made through specific or residual bequests, the establishment of gift annuities or beneficiary designations through trusts, life insurance policies or bank accounts.

In celebration of their commitment, individuals who inform the planned giving office at the Catholic Diocese of Arlington about their gift intentions will be recognized in the Catholic Heritage Circle.

In order to be recognized within The Catholic Heritage Circle, a person may (but is not required) provide The Catholic Diocese of Arlington’s planned giving office with either a copy of the specific provision within their will that reflects the estate commitment. Completing the Bequest Provision form below will also allow individuals to be recognized within The Catholic Heritage Circle. One may provide as much detail about one’s gift as desired.

Bequests may be designated for the unrestricted use of diocese, parish or parish school or may be applied to a specific program. Our dioceses and parishes conduct many programs and ministries that help children grow in their faith and provide for those in need. Additional financial assistance will help these ministries expand, allowing them to impact more lives.

The Catholic Heritage Circle ~ Diocese of Arlington 
The following documentation will provide the basis for inclusion within The Catholic Heritage Circle of the Diocese of Arlington.
Name:
*Birth Month and Year
Spouse:
* Birth Month and Year
Address:
City:
State:
Zip:
Phone:
Email:
Parish:
I am pleased to accept membership in The Catholic Heritage Circle – Diocese of Arlington on the following basis:

Please check all that apply:
I have included my Diocese Parish Parish School in my:
Will
Living Trust
Retirement Plan
Life Insurance Policy
 
I have established:
A Charitable Gift Annuity
A Charitable Lead Trust
a Charitable Remainder Trust

Please Describe:
 
Please check one of the following:
I wish my name to appear in The Catholic Heritage Circle membership list
I wish to be an anonymous member of The Catholic Heritage Circle
 
Would you be willing to inspire others with your story? yes or no

Sample Wording for Estate Gifts

  • To Make a Bequest to Benefit a Specific Diocesan Parish, Agency, Program or School:
    I give the sum of _________ to The Catholic Diocese of Arlington, 200 N. Glebe Road, Suite 811, Arlington, Virginia 22203 to benefit (Diocesan parish, agency, program, school) without restriction or condition of any kind.

    I bequeath ______ % of my estate to The Catholic Diocese of Arlington, 200 N. Glebe Road, Suite 811, Arlington, Virginia 22203 to benefit (Diocesan parish, agency, program, school) without restriction or condition of any kind.


  • To Make a Specific Bequest to Benefit the Catholic Diocese of Arlington:
    I bequeath the sum of _____ to The Catholic Diocese of Arlington, 200 N. Glebe Road, Suite 811, Arlington Virginia, 22203 to benefit (name of Diocesan program) without further restriction or condition of any kind.

    I bequeath ___% of my estate to The Catholic Diocese of Arlington, 200 N. Glebe Road, Suite 811, Arlington, Virginia 22203 to benefit (name of Diocesan program) without further restriction or condition of any kind.


  • To Make an Unrestricted Gift to The Catholic Diocese of Arlington:
    I bequeath the sum of _____ to The Catholic Diocese of Arlington, 200 N. Glebe Road, Suite 811, Arlington Virginia, 22203 to be used where the need is greatest without restriction or condition of any kind.

    I bequeath _____% of my estate to The Catholic Diocese of Arlington, 200 N. Glebe Road, Suite 811, Arlington Virginia, 22203 to be used where the need is greatest without restriction or condition of any kind.

It is helpful for The Catholic Diocese of Arlington to have in its confidential files a copy of the excerpts from your estate documents that pertain to your charitable gift provision.

For additional information regarding The Catholic Heritage Circle of The Diocese of Arlington please contact:

The Planned Giving Office
Catholic Diocese of Arlington
200 N. Glebe Road, Suite 811
Arlington, VA 22203
(703) 841-2516 (phone)
(703) 528-3057 (fax)




The Catholic Diocese of Arlington
200 N. Glebe Road
Suite 811
Arlington ,VA
(703) 841-2516