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Part of the Family

Andy and Margie Antolik For lifelong Catholics Andy and Margie Antolik, the Church is more than just a part of their lives.

"It means everything," Margie says. "The Church is part of my family."

Andy has attended St. Bernard of Clairvaux in Indiana, Penn., for about 70 years. Margie has attended there since the two were married 47 years ago. The couple raised their three children in the Church, and now their son David, his wife, and two children are also members at St. Bernard.

"The Church has kept me in touch with my God," says Andy, a retired police officer. "I do Bible readings and prayers at home, but there's something about going to Mass that brings you so much closer to God. It really works for me."

Margie sings in the Resurrection Choir, helps with the Church's mercy meals, belongs to the Catholic Daughters of the Americas, is a Eucharistic minister and takes care of the holy water fonts. "The Church keeps me going every day," she says.

A few years ago, the Antoliks chose to include the Church in their will. Their gift will go toward the Church's greatest needs.

"It seemed like the natural thing to do because the Church is so much a part of our lives," Andy says.

Sharing Their Story
Andy said the Antoliks hope to help further the Church's efforts through sharing their story. "I would strongly encourage people to include the Church in their estate planning," he says. "The Church needs it not only to operate but also to help other people."

Joseph DiMario, the director of planned giving for the Diocese of Greensburg, expressed gratitude to the Antoliks—for their planned gift and their willingness to discuss why they chose to make it.

"The willingness of Andy and Margie to express and share their beliefs and their action to provide a specific bequest in their estate plans is truly a manifestation of God's teaching," Joseph says. "It is hoped that all of us reflect on the Church as 'family' and react positively when making our wills and estate plans."

For Andy and Margie, the decision to include the Church in their estate plans was one Margie summarizes easily: "We wanted to leave something to our 'family.'"

How to Help
For more information on how a planned gift works or how you can support our vital work, please contact Joseph DiMario at 724-552-2502 or jdimario@dioceseofgreensburg.org. We are happy to discuss these and other planned giving options to help you find the option that works best for your situation.

Contact Us:

Joseph DiMario | 724-552-2502 | jdimario@dioceseofgreensburg.org | 723 East Pittsburgh Street, Greensburg, PA 15601

A charitable bequest is one or two sentences in your will or living trust that leave to The Catholic Foundation for the Diocese of Greensburg a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to The Catholic Foundation for the Diocese of Greensburg, a nonprofit corporation currently located at 723 East Pittsburgh Street, Greensburg, PA 15601, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the Church or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the Church as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the Church as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the Church where you agree to make a gift to the Church and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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