Blessed Trinity Planned Giving Information Form

Planned Giving Information Form

Including the Church in your will is a powerful way to express your faith and values beyond your lifetime. It allows you to provide for the ministries you love without sacrificing the resources you need today. If you have already chosen to remember us in this meaningful way, we would be deeply grateful to know, so that we may thank you and ensure your intentions are honored with care and reverence. If you are interested in learning more about how to include us in your estate plans, we would be happy to assist you. Be assured that there will be no pressure to make a legacy commitment. Please be assured that all information shared will be held in strict confidence. If you have any questions as you are completing the form, please call Lisa Oliveras at (407) 246-7177.

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Please indicate if you have already included the Church in your estate plans (select all that apply):(Required)

I/we have already included you in my/our estate plans.

I/we have already included another Diocese of Orlando parish/school/ministry in my/our estate plans.

I/we are considering including the Church in our estate plans.

Please indicate which Diocese of Orlando ministry below:(Required)

Please indicate the charitable tool used (i.e. will, trust, beneficiary designation, etc.):(Required)

Please indicate how you would like to be recognized as a member of the Vivos Christi Legacy Society:(Required)

I/we would like to be recognized by name as a member of the Vivos Christi Legacy Society.

I/we prefer to remain as an anonymous member.

I/we would like more information about including the Church in my/our estate plans and would like more information on:

How to get started!

Wills/Trusts

Beneficiary Designations (IRA, Stock, Bank, Insurance)

Gifts of Real Estate

Is there anything else you would like to share or a question you would like us to answer?

Name(Required)

First Last

Spouse Name

First Last

Phone(Required)

Email(Required)