Trusted financial experts are essential in helping individuals and families determine the most meaningful planned giving path. Please let us know how we can assist your client in leaving a lasting gift to The Basilica of Saint Mary or The Basilica Landmark.
As a financial advisor, estate planner, or attorney, you play an important role in helping individuals and families align their financial goals with their deepest values. We welcome the opportunity to work with you as you guide your clients in shaping plans that provide for loved ones while also strengthening the future of The Basilica.
Our team is available to offer resources and thoughtful collaboration as you assist your clients in making charitable plans that sustain our worship, preserve our historic church, and support ministries that serve our community. Together, we can help your clients leave a legacy rooted in faith, stewardship, and generosity.
- The Basilica of Saint Mary: Tax ID 41-0695501
The Basilica supports life-changing ministries and programs in liturgy, faith formation, pastoral care, sacred arts, and outreach. - The Basilica Landmark: Tax ID 41-1754864
The Basilica Landmark’s mission is to preserve, restore, and advance the historic Basilica of Saint Mary for generations to come. The Basilica Landmark is a separate 501(c)(3) organization.
Outright Bequest Language Example
“I, [name], of [city, state, zip code]
give to [The Basilica of Saint Mary: Tax ID 41-0695501] [The Basilica Landmark (Tax ID # 41-1754864]
88 N 17th St, Minneapolis, MN 55403
[specific amount or percentage of the estate or description of property].”
Planned Giving Chair
Susan Link is an estate planning attorney and parishioner, and the chair of the Planned Giving Committee for The Basilica Landmark. She serves as Program Co-Director for Wills for Heroes, an organization that provides first responders with basic estate planning at no charge. She offers her expertise to The Basilica staff and community and serves as a Trustee for The Basilica of Saint Mary.
For Susan, the value of planned giving is clear. “Estate planning ensures that personal wishes are carried out after death,” she explained. Without a will, Minnesotans are subject to the state’s default estate plan, which dictates how assets are distributed.
The process, she emphasized, doesn’t need to be overwhelming. “The first step is to contact The Basilica’s planned giving staff to learn more about available options,” she said. While consulting a qualified tax professional is recommended, a change to an existing will isn’t always required. A beneficiary designation, for example, can be set up directly through a brokerage or insurance firm.
Most importantly, planned gifts strengthen the foundation of The Basilica for the future. “A legacy gift helps ensure that The Basilica of Saint Mary will remain a vibrant place of worship and community for future generations,” Susan noted. “These gifts provide resources for the preservation and restoration of the church, securing its strength and beauty well into the future.”
Susan Link
Trustee
In addition to being a parish Trustee, I am a parishioner, and currently the Chair of the…
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