Saint Perpetua Catholic Church

Life Insurance Proceeds

 

It is a simple process to designate St. Perpetua as a beneficiary of a life insurance policy. All you need to do is to name St. Perpetua Catholic Church on the beneficiary form provided to you by your insurance company. If your life insurance policy is fully paid, another way you may gift the policy benefits to St. Perpetua is to name the church as the owner and beneficiary, which may provide you with an immediate tax benefit as well.  

 

To name St. Perpetua Church as the beneficiary, the following language should be used:

 

Roman Catholic Bishop of Oakland, a corporation sole for further credit to (St. Perpetua Church) for its (general purposes).

 

You may similarly designate the funds to go the the St. Perpetua School and can designate a specific purpose if you desire.  However, if you wish to designate something other than general purposes, it is best to check with the church office to make sure the wording in the bequest will direct your donation according to your wishes.

 

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