Helpful Forms and Instructions
- Bequest language
- Our deferred gift information sheet is a quick and easy way to inform us of your planned giving intentions
- Instructions for wire and stock transfers
- IRA qualified charitable distribution form
- Letter to inform Saint Mary's about an IRA qualified charitable distribution
CREATE A FREE WILL OR TRUST
As a gift to our community, Saint Mary's, in partnership with FreeWill, offers the ability to create a FREE will or trust in as little as 20-30 minutes. Click here to start.
NOTIFY US IF WE'RE ALREADY IN YOUR WILL OR TRUST
Let us know about your gift to Saint Mary's in your Will or Trust. When you do, we'll add you as a member of The Heritage Society and work with you to ensure your gift is used as you intend. Click here to notify us.