Archdiocese of Galveston-Houston Development Department Chancery Advisory PLANNED GIVING "It's not how much we give, but how much love we put into giving." -Mother Teresa Making a gift through your will A bequest is one of the simplest ways to leave a lasting legacy to a parish or the archdiocese.

If a parishioner wishes to leave a bequest in their will to your parish, Catholic school or the Archdiocese, they can do so by adding the following language to their will, codicil or trust. To "Daniel Cardinal DiNardo, Archbishop of Galveston-Houston, and his successors or assigns in office, for the benefit of ___________________________, __________[City], _________[County], Texas." (Parish/School/Archdiocese) And, if they have any other specific requests for structuring a bequest, please invite them to contact Michael Schillaci in the Development Office at 713-652-4418 or mschillaci@archgh.org for assistance or visit our bequest site at http://www.plannedgiving.archgh.org.

Gifts of Securities Donating stock to support the mission of your parish or the Archdiocese can offer even more tax benefits than writing a check. As stock prices increase, so do the taxes you owe on the long-term capital gain, which are generally charged at a rate of 15 percent. But when you donate publicly traded stock you've owned for more than one year to a qualified charitable organization such as your parish or the Archdiocese, you enjoy two major tax benefits: • You will be exempt from paying capital gains taxes on any increase in value—taxes you would pay if you had otherwise sold the securities. • You are entitled to a federal income tax deduction based on the current fair market value of the securities, regardless of their original cost. Learn More Please see the attached letter of intent to notify us of your intention to give a Gift of Securities. A tax or legal advisor can provide you with additional information. We would be happy to assist you as well.