Legacy Giving encourages parishioners to name our parish as a beneficiary in their will and /or estate plans. Bequests are the most common type of legacy gift and is a testament of your faith as a Catholic and the significance St. Gregory the Great Church has had in your life. 

The Lumen Christi Legacy Society was established to recognize and thank supporters who have named Saint Gregory the Great Church in their estate plans. Members of the Lumen Christi Legacy Society are led by their faith and values to preserve our Catholic heritage and ensure everlasting giving for the future.

Types of Gifts:

Gift from a Will or Living Trust
A gift from a will or living trust are two of the most common ways to create a legacy gift for the benefit of the parish.  A bequest may include cash, specific property, or a share of the estate.

Gifts of Stock and Appreciated Assets
Donating stocks, bonds, or mutual funds directly to St. Gregory the Great Church can significantly increase your tax deduction and the amount of income our parish receives.

Gifts from your Retirement Plan
Gifts of retirement assets are another simple way to leave a gift by naming St. Gregory the Great Church as beneficiary of a percentage or the full amount of your Individual Retirement Account, 401k or other qualified retirement plan.

Gifts of Life Insurance
There are many ways in which life insurance policies can be used to make a contribution, all of which provide tax deductions and the opportunity to make a more substantial gift than otherwise possible.  It is easy to name St. Gregory the Great Church as the beneficiary of a policy or transfer ownership of a paid-up policy to our parish.

Click here for a Legacy Giving Brochure

To include a legacy gift in your estate plans, please complete the Intention Form found below:

Click here for the Intention Form

Professional Advisors

Legacy giving requires families to plan for the future. Below is a listing of parishioners who are certified and/or licensed in their profession. This listing does not represent an endorsement.

David M. Bastiaans, Attorney / CPA, Wolcott Rivers Gates, (757) 554-0242, This email address is being protected from spambots. You need JavaScript enabled to view it., J. R. Kim, Financial Advisor, Mass Mutual, (757) 642-1998, This email address is being protected from spambots. You need JavaScript enabled to view it., John P. Maynard, Financial Advisor, JPM Financial Services, Inc. (757) 455-6763, This email address is being protected from spambots. You need JavaScript enabled to view it., Deborah Lee Posey, CPA, (757) 343-1314, This email address is being protected from spambots. You need JavaScript enabled to view it., Richard Ray Posey, Attorney, (757) 589-4649, This email address is being protected from spambots. You need JavaScript enabled to view it.

Matthew C. Roenker, Financial Advisor, Nationwide Insurance, (757) 671-1111, This email address is being protected from spambots. You need JavaScript enabled to view it.

Benjamin C. Salazar, Investment Advisor Representative, Knights of Columbus, 866-868-1492, ext 1201, This email address is being protected from spambots. You need JavaScript enabled to view it., Robert A. Silva, Financial Advisor, First Command, (757) 499-8772, This email address is being protected from spambots. You need JavaScript enabled to view it.

If you are a professional advisor and would like to be listed in the next printing, please contact Mike Hughes at This email address is being protected from spambots. You need JavaScript enabled to view it..