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Legacy Giving

Catholic Gift Annuity Program

The Diocese of Lexington is grateful you are considering providing for the diocese or one of our parishes through Estate Planning or a Gift of Stock.  

Often times, Catholics and friends who have placed a high value on the Christian beliefs, want to provide for the diocese or their Church in perpetuity. This remembrance to the church can take several forms but does require preparation. The diocese would be happy to work with you, your attorney, or your accountant, to help you maximize your gifts and to reduce your tax obligations.

Gifts of Stock

You or your broker should contact our representative at PNC Bank to initiate the sale of stock:

Christina Hritz

(412) 768-6324

Christina.hritz@pnc.com

  • Depository Trust Company
  • PNC Bank DTC Participant #2616
  • Roman Catholic Diocese of Lexington, Kentucky
  • Custody Account # 21750804478124

PNC will need to know:

  • The stock is a gift to be processed through the Roman Catholic Diocese of Lexington, Kentucky account.
  • The name of the donor and the broker.
  • The name of the stock and the number of shares.
  • Who and what the donation is for (Example:  Annual Appeal, Parish, etc.)

After you have contacted PNC, please contact Emma Jones at the Catholic Center (859-253-1993 ext. 1050 or ejones@cdlex.org).  Let her know to expect the stock, and any information you can that will help identify the gift upon receipt.  For example, the type of stock and number of shares and the location that should receive the gift.

It is diocesan policy that no entity can hold or manage gifts of stock.  All shares of stock gifted to the diocese and its locations must be sold and the proceeds given to the designated location.

Bequests

Continue your legacy of support to your church through making a provision in your will.  Every amount is helpful!  Please contact the Development Office at (859) 253-1993 ext 1050 to discuss how you can support your local church through your will.

Gifts of property, trusts, annuities, life insurance plans and retirement plans

The Diocese of Lexington has partnered with Catholic Extension to offer secure Gift Annuities.  Please download the brochure through the link listed above or contact the Office of Development at (859) 253-1993 for more information.