Patty Rose
Director of Stewardship and Development

Holy Family Parish believes stewardship is a way of life. As a parish, we need to strive to be better disciples of Christ; supporting and nurturing one another. As caretakers of God’s spiritual and worldly blessings, we show our gratitude by sharing our time, talent and treasure with our family, our community and our parish. We strive toward the biblical tithe of 10 percent, giving our time, talent and treasure back to God: six percent to our parish, one percent to our diocese and three percent to other worthy causes. Each one of us is called to discern what we can give back of ourselves, remembering everything we have and everything we are is a gift from God.

When you donate cash to Holy Family, you may donate to our annual appeal, capital campaign fund, to the Memorial Garden fund or to second collections. By donating to the annual appeal, you can make an impact on Holy Family to help with operating expenses. If you donate to the capital campaign fund, you are donating to the parish’s future. Regardless of what fund you donate to, you will receive a charitable income tax deduction. When you register with the parish, you will receive giving envelopes. 

Did you know there’s more than one way to share your treasure with Holy Family? You may leave a gift during your lifetime or as part of your estate. While cash is the most obvious way to give, other options are available.

If you would like learn more about planned giving, contact Patty Rose at patty@holyfamily.com or call her at 816-436-9200, ext. 303.

You may give appreciated stocks, mutual funds and bonds to Holy Family. By donating directly to your parish, you will gain the following benefits: no capital gains tax on the sale and a charitable income tax deduction.

A good time of the year to donate these gifts is close to the end of the calendar year. Because these gifts require coordination with the donor’s broker, this process should start no later than December 11 to ensure the gift is completed by the year’s end. These can be used to complete pledges to annual appeals or to donate to our capital improvement fund.

To donate securities to Holy Family, contact Laura Gray at 816-714-2363 or email gray@diocesekcsj.org in the diocese’s Office of Stewardship and Development. The exchange is made through the Diocese of Kansas City – St. Joseph with Holy Family designated as the recipient.
Securities Donation Form

A number of giving techniques are available to give you regular income with tax advantages that will provide an eventual gift to Holy Family. The two most common ones are charitable gift annuities and charitable remainder trusts. They are sometimes called “gifts that give twice.”
Charitable Gift Annuity Certificate Application Form

Leaving a bequest in your will or living trust offers several ways to contribute to Holy Family. You may do this in several ways by providing a percentage of your estate, a specific dollar amount or asset or a gift from your estate’s balance. You may give gifts of cash, stocks, art, antiques, etc.

You may designate Holy Family as a beneficiary on financial accounts, such as bank and brokerage accounts, stocks, savings bonds, certificates of deposit, annuities, life insurance policies or retirement assets, such as an IRA, 401(k), 403(b), pension or other tax-deferred plans.

You may split the beneficiaries, so a portion may go to your family, as well as charities, such as Holy Family. When you bequest a retirement asset to Holy Family, the gift’s full value is transferred tax-free, providing your estate an estate tax charitable deduction.

For assistance in planning charitable gifts with tax and financial implications, contact appropriate legal, financial and accounting advisers.

Statement of Bequest Intention Form

When a loved one dies, please consider offering a memorial gift to Holy Family. These gifts honor a loved one or pay tribute to their values.

CARES Act implications for 2020 giving

• "For those who will itemize, the incentive to give is even greater. The Act removes the 60% of adjusted gross income (AGI) limitation for most cash gifts to public charities for 2020. That means you can offset up to 100% of your income in 2020 with charitable contributions. Contributions in excess of this amount can be carried forward for five years subject to the 60% of AGI limit in those years."

• "Among the many provisions contained in the $2 trillion aid package signed into law on March 27, 2020, is the expansion of certain tax deductions for 2020, including a new "above-the-line" deduction of up to $300 for individuals making cash donations to charity who do not itemize and will take the standard deduction on their 2020 tax returns."

Here is an article that dives deeper into this topic. 

You may contact Laura Gray at the Diocese through her email - gray@diocesekcsj.org.

Other Planned Giving Forms:

Gift of Grain/Deed of Gift Form

Click here for more information and to donate to the Diocesan Annual Catholic Appeal.