Anima Christi Legacy Society

INSPIRED BY THE SOUL OF CHRIST TO LEAVE A LEGACY OF FAITH

Anima Christi Means “Soul of Christ”

The Catholic Foundation of Southeastern Massachusetts established the “Anima Christi” Legacy Society to honor individuals and families who have made a planned gift in their will or estate plan to the Catholic Foundation, for any of its funds, a parish, a Catholic school, a Catholic organization, or the Diocese of Fall River.

Legacy gifts play a vital role in the Foundation’s ability to increase its support of the people within the Diocese of Fall River for years to come. The goals of the “Anima Christi” Legacy Society are to thank and honor those who have included The Catholic Foundation of Southeastern Massachusetts in their estate plans and to serve as a resource for others considering a legacy gift. We hope that you will consider becoming a member of this special circle of faith and devotion in service to the Diocese of Fall River and its life-changing ministries.

 

Message from Bishop da Cunha

My Dear Brothers and Sisters,

When I think about the Diocese of Fall River and the many lifechanging ministries to our community that with the generosity of our people we provide, I am both inspired and humbled by being a part of this work. Together, we are rebuilding our Diocese in faith and hope. We know that we are doing so not only for today, but also for tomorrow—for the future of our Church. The seeds that we are sowing today will bear fruit for the next generation of the Catholic faithful, inspire others to hear the call to follow Jesus and to spread the faith, and continue to serve the needs of countless individuals in our Diocese. Today, I invite you to consider a special role that you may play by making a planned gift and becoming part of our “Anima Christi” Legacy Society. Your gift, offered as a sign of gratitude for the blessings you received in this life, will make you present, remembered, honored and prayed for—for years to come. With thanks for your loyal support and every prayerful good wish to you and yours, I am

Sincerely yours in Christ,

Most Reverend Edgar M. da Cunha, S.D.V., D.D.
Bishop of Fall River

INSPIRING STORIES

Roy Jarrett, A Champion of Supporting Catholic Education

In 1997, the first St. Mary’s Education Fund Summer Gala Committee was created. Roy Jarrett joined the committee on Cape Cod as a founding member. He remained a dedicated member of what has become known as the FACE Summer Gala for 22 years. His presence could be found at every meeting, as he conscientiously volunteered for FACE and helped disseminate its importance in the wider community. Roy never missed the FACE Summer Gala. He was a devoted and enthusiastic supporter of FACE and proudly served as Chairperson in 2011. In 2019, Roy attended the 22nd Annual FACE Summer Gala and sadly passed away ten days later at the age of 91.

We honor our beloved friend Roy and remember him as a kind and generous person. He graciously and thoughtfully remembered FACE in his estate arrangements, leaving a legacy to benefit students. Through Roy’s generosity, his everlasting support will assist hundreds of children in need of financial support to receive a Catholic education.

Father Marcel Bouchard

Father Marcel Bouchard served as a priest in the Diocese of Fall River for 46 years. Ordained in 1972, he will celebrate this year his 49th anniversary of ordination. He is also a Founding Board Member and the Spiritual Advisor to The Catholic Foundation of Southeastern Massachusetts. A graduate of Bishop Stang High School, he studied for the priesthood at St. Thomas Seminary in Bloomfield, CT and St. John’s Seminary in Brighton, MA.  He earned a degree in Systematic Theology from the Catholic University in Washington D.C. Fr. Bouchard held many positions in the Diocese throughout the years and recently retired as Pastor of St. Mary, Our Lady of the Isle Parish on Nantucket. About his planned gift Fr. Bouchard shares, “I have been blessed to serve Christ’s mission as a priest of our Diocese. By leaving a legacy gift, I feel I am continuing to help our Diocese serve Christ’s mission on earth.

Stella Citrano

“Ever since I left my childhood parish, I didn’t feel as though I belonged to any parish.  Since I was three years old, my family and I vacationed on Cape Cod. I went to several parishes throughout my adult life, and I never felt that I belonged.  From 1979 through 1986, I never felt connected. Over the years, I went to Christ the King a few times as they were building the new church. After the new church was built, I went to the dedication of the newly built Christ the King Parish in Mashpee. After I sent in my membership welcome packet, the Pastor, Msgr. Tosti (now retired) called me personally at home to speak to me and welcome me into the parish community. As a result of feeling so welcomed, I have continued my Eucharistic Minister duties, became a member of our parish chapter of the national women’s bible study, Walking with Purpose, and assisted most recently in the ministry of RCIA – Rite of Christian Initiation of Adults. This was a moment in my life where I felt that I had found my spiritual home.  I never felt at home until I joined Christ the King Parish.

When it came time to prepare a will, I knew it was important to help the diocese foster spiritual growth among all its flock. What better way to honor my relationship with my parish by choice than to help them continue their fellowship with a gift. One way I can make a difference is making the world a better place.  No matter the amount of the gift (provided my husband has passed), than to help the Parish of Christ the King continue the programs they offer which I believe will help our faith continue going forward. In planning my legacy gift, Christ the King Parish is the place for me. This is the only place that I can call home and feel as though I belong, which is so gratifying.”

WHAT TO GIVE

These include the following:

• Charitable Giving Streams
• Cash
• Appreciated Securities
• Personal Property
• Life Insurance
• Retirement Monies

Our Field of Interest Funds currently include:

• Catholic Appeal
• Seminarian Fund
• Bishop’s Good Shepherd Fund
• Hope & Opportunity Fund
• Foundation to Advance Catholic Education
• Cathedral Fund
• Catholic Social Services
• Retired Priests Fund
• Catholic School Teachers Salary Fund
• The Catholic Foundation Diocesan Planning

You may also establish your own fund

Ways to Give

A gift to the Catholic Foundation of Southeastern Massachusetts for the benefits of the Diocese of Fall River including its parishes, Catholic school, and Catholic organizations that costs nothing during your lifetime.

Click here for more information about Gifts from Your Will or Trust


SAMPLE BEQUEST LANGUAGE

In order to make a bequest, you should speak with your attorney. Your attorney can help you include in your estate plan a bequest to your parish, a Catholic school, or the Catholic Foundation to use where most needed. We have provided some basic bequest language to assist you and your attorney.

Sample Bequest Language

In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to your parish, a Catholic school, or the Catholic Foundation to use where most needed in your estate plan. We have provided some basic bequest language to assist you and your attorney.

BEQUEST TO THE CATHOLIC FOUNDATION

I give, devise and bequeath unto The Catholic Foundation of Southeastern Massachusetts, a Catholic religious corporation with offices at 450 Highland Avenue, Fall River, MA 02720 (insert the subject matter of the devise or bequest), and I request that the same be used for the benefit of (insert appropriate Catholic Foundation fund). If for any reason it becomes impractical or impossible to carry out the purposes set forth in this will, the assets shall be transferred to the Catholic Diocese of Fall River according to the norms of the Canon Law of the Roman Catholic Church.

The Catholic Foundation Federal Identification Number is 82-5093066.

BEQUEST TO THE CATHOLIC SCHOOLS

I give, devise and bequeath unto the Catholic Foundation of Southeastern Massachusetts, a Catholic religious corporation with offices at 450 Highland Avenue, Fall River, MA 02720 (insert the subject matter of the devise or bequest), and I request that the same be used for the benefit of (tuition assistance for needy children attending Catholic Elementary and/or Catholic Secondary schools within the Diocese). (The following to be added only if a specific program named.) If for any reason it becomes impractical or impossible to carry out the purposes set forth by this bequest, the assets shall be transferred to the Catholic Foundation Total Catholic Education Fund to be used for the needs of the Catholic schools/children.

The Catholic Foundation Federal Identification Number is 82-5093066.

BEQUEST TO PARISH

I give, devise and bequeath unto the Catholic Foundation of Southeastern Massachusetts, a Catholic religious corporation with offices at 450 Highland Avenue, Fall River, MA 02720 (insert the subject matter of the devise or bequest), and I request that the same be used for the benefit of (parish name) for its general use and benefit. If for any reason, (parish name) is no longer in operation; the secondary beneficiary is whichever parish/school is responsible for the geographic boundaries formerly covered by (parish name). If for any reason said parish merges with another parish, the bequest will be transferred to the parish that governs the area of the original bequest. If it becomes impractical or impossible to carry out the purposes set forth by this bequest, the assets shall be transferred to the Catholic Foundation (fund name) Fund to be used for (restate purpose of this bequest).

The Catholic Foundation Federal Identification Number is 82-5093066.

Your IRA can be taxed up to 70% if passed on to heirs, but there is no tax when it is used to make a charitable gift to the Catholic Foundation of Southeastern Massachusetts for the benefit of the Diocese of Fall River, including its parishes, Catholic School, and Catholic organizations.

Click here for more information about Gifts from Your Retirement Plan

Make an extraordinary gift, transfer the burden and expense of managing the property, and remove a large asset from your taxable estate.

Click here for more information about Gifts of Real Estate

A great way to make a gift, receive payments that may increase over time, and defer, reduce or eliminate capital gains tax.

Click here for more information about Charitable Remainder Unitrust

A gift that allow you to transfer wealth with significant tax advantages.

Click here for more information about Charitable Lead Trust

Donate a policy, receive a tax deduction on future premium payments, and make an extraordinary gift.

Click here for more information about Gifts of Life Insurance

You can deed your home, farm or vacation house, receive an immediate tax deduction, and still use the property for the rest of your life.

Click here for more information about Gifts of Real Estate

When the time come to transfer or sell your business, there are tax and practical reasons for including the Catholic Foundation of Southeastern Massachusetts for the benefit of the Diocese of Fall River including its parishes, Catholic schools, and Catholic organizations.

Click here for more information about Gifts of Business Interest

MEMBERSHIP

• Recognition at annual Mass and Reception with the Bishop
• Prayer intentions for loved ones lifted up at all weekly masses in the Chapel at the Chancery
• Name recognition in donor honor roll, with your permission
• After your passing, continued prayers for you at the annual Anima Christi Mass

Membership in the “Anima Christi” Legacy Society is simple. CLICK HERE to obtain a Statement of Intention Form. Download the form and send it to us with a copy of the gift document.

You may also have the form sent to you by emailing a request to giving@catholicfoundationsema.org.

 

INFORMATION

Miriam Finn Sherman, Chief Executive Officer
phone: 508-985-6510
email: msherman@catholicfoundationsema.org

Shawna Erickson, Director of Major Gifts & Grants
phone: 508-658-2661
email: serickson@catholicfoundationsema.org

I am interested in discussing my options for a planned gift for the Catholic Foundation of Southeastern Massachusetts.