Planned Giving

The St. Mary Catholic Faith Community Endowment Fund is dedicated to perpetually sustain our Parish and School mission.  It serves to provide enduring financial assistance to advance our Catholic Faith through various avenues such as the parish school, Catholic formation classes, and educational programs for both youth and adults.  Through planned giving donors are invited to create their own legacy while contributing to the ongoing growth and spiritual enrichment of our vibrant community.  Unless specifically instructed otherwise in writing by the donor, legacy gifts will be utilized to strengthen the resources of our Endowment fund and advance its mission.

The Endowment Fund is separate from ordinary parish funds, and it was created to support the mission of St. Mary.  The investment policy allows for a portion of the Fund’s earnings to be used to support the operating budget on an annual basis.  As the Fund continues to grow, the yearly support to the operating budget increases.


Giving Bequests, Life Insurance, Trusts,
Retirement Assets, and Real Estate

There are several types of gifts that may fall under this category, many of which are very simple to make.  Name St. Mary Catholic Faith Community as the beneficiary and include your designations in your will.

  • Bequest in a Will
  • Charitable Gift Annuity
  • Life Insurance
  • Charitable Remainder Trust
  • Charitable Lead Trust
  • Retirement/IRA
  • Appreciated Stock
  • Real Estate

Consult with your tax professional about how your estate may be eligible for an estate tax deduction for the value of the bequest.

If you are interested in any of these ways to give, please contact us.

St. Mary Catholic Faith Community is incorporated in Wisconsin as a 501(c) non-profit tax-exempt status; our federal ID number is 39-0911065.


Endowment Fund Details

Planned Giving Brochure

Frequently Asked Questions




Checking or Savings
Automatic Withdrawal

Cash or Check

Credit or Debit

Investments and Planned Giving

(414) 622-1082



Contact Us

Daniel Hansen
Director of Administrative Services
(414) 425-2174, ext. 216