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Office Of Stewardship

Profiles in Giving

Barbara SimoneauxBarbara Simoneaux

A self-declared "cradle Catholic" since birth, Barbara Simoneaux, a member of St. Alphonsus Parish in Baton Rouge, always held a special place for religious vocations in her heart. After participating in a trip to Medjugorje with the late Rev. Mario S. Termini as adult, she developed a lasting friendship with him and he remained her spiritual advisor until his death. More »


Edward SteimelEdward Steimel

Edward J. Steimel, a parishioner of St. Thomas More parish in Baton Rouge, has been a visionary and driving force of many organizations within his community for over 60 years, vehemently helping to advance their respective missions and shape their futures. Since graduating with a bachelor's degree in journalism from Arkansas State University in 1949, Steimel established a successful professional career in fundraising and advancement for a number of non-profit organizations. More »


Vincent MirandaVincent Miranda

As a retired New York Life insurance agent, Vincent Miranda of Christ the King church parish in Baton Rouge, knew of the great benefits directly designating a recipient of an insurance policy could bring to both the donor and the beneficiary. During the Diocese's still formative first few years he urged its leaders to consider promoting insurance policies as a possible planned giving vehicle, ultimately using this avenue himself. More »

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to the Catholic Diocese of Baton Rouge 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, [name], of [city, state, ZIP], give, devise and bequeath to The Roman Catholic Church of the Diocese of Baton Rouge [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 Diocese of Baton Rouge 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 Diocese of Baton Rouge 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 Diocese of Baton Rouge 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 Diocese of Baton Rouge where you agree to make a gift to the Diocese of Baton Rouge 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.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.