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Welcome to The Shepherd Society. The Shepherd Society recognizes all those who have included St. Bridget Catholic Church and School in their long-term plans through a bequest provision in their Will or trust, a life-income gift, or other deferred gift. Society members are the shepherds who will guide the St. Bridget flock with their planned gifts.
To become a member of The Shepherd Society, please complete and submit the confidential membership form below or click here to download a printable form, complete the form and return it to John Maillette. If you have questions, please contact John Maillette, 715-425-1879, ext. 104.
CONFIDENTIAL MEMBERSHIP FORM
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I/We have included St. Bridget Catholic Church and School in my/our will.
*Please choose one of the following three options.
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I/We have made arrangements for the following: |
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If you arranged a life insurance policy, please answer the following questions:
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If you arranged a Qualified Retirement Plan, please answer the following questions:
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If you arranged a Charitable Remainder Unitrust or Annuity Trust, please answer the following questions:
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If you arranged a Testamentary Charitable Lead Trust, please answer the following questions:
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PURPOSE
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My/Our future gift is restricted for the following purpose: |
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Write further information on Named Endowments here or if you checked the "Other" button. |
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SUGGESTED ENDOWMENT LANGUAGE
"I give __________________Dollars ($____________) to St. Bridget’s Catholic Congregation, Inc. located in River Falls Wisconsin, to be added to the church’s permanent endowment with the income only therefore to be used for general purposes of the church."
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DOCUMENTATION
Yes, I/we will share a copy of the portion of the will that applies to St. Bridget Church and School or the trust agreement or Change of Beneficiary Form (401k, 403b, IRAs, insurance) in which the church/school is named. |
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AUTHORIZATION FOR USE OF NAME
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I/We authorize St. Bridget Catholic Church and School to include my/our name(s) on the membership list of The Shepherd Society in publications and on public recognition displays. I/We understand that this authorization is limited to the use of my/our name(s) only, and that the type and amount of my/our gift to St. Bridget will remain confidential. |
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I/We prefer to remain an anonymous member(s) of The Shepherd Society. |
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