Leave a Legacy

Consider creating a lasting legacy while ensuring the spiritual encounter you and your family have received through continued support of Montserrat Jesuit Retreat House and its' mission for generations to come. For more information or to answer your questions about a possible gift, please phone or e-mail Joseph Hamaty at 940-321-6020 or development@montserratretreat.org.

The Montserrat Retreat House Endowment Fund of The Catholic Foundation

Montserrat has established a permanent endowment fund at The Catholic Foundation that is uniquely ours which will provide annual support for our facilities as well as funds for our programs and operating expenses. You can specify that your gift is added to our endowment or for a specific need at Montserrat.

Easy Planning Options

Bequest from Your Will or Living Trust– You can easily make a charitable gift of a specific dollar amount, percentage of your estate/trust, a certain asset or make the Montserrat Retreat House Endowment Fund a “residual beneficiary”. In addition to a very generous charitable gift, your trust or estate receives an estate tax deduction as well. Click here for more information on bequests and specific wording options that may be appropriate for your will or trust.
Beneficiary Designation from a Retirement Plan – By designating the Montserrat Retreat House Endowment Fund as a beneficiary of your IRA or retirement plan, you support important our work and avoid both estate and income tax. All that ‘s required is to name “The Catholic Foundation for the benefit of Montserrat Retreat House Endowment Fund” as beneficiary for a portion or all of your IRA or qualified retirement plan.
Charitable Gift of a Life Insurance Policy– You can assign whole life insurance policies and name “The Catholic Foundation for the benefit of Montserrat Retreat House Endowment Fund" as beneficiary. In return for your generosity, in most cases you receive a tax deduction for the premiums you have paid on the policy.

If you need more advanced information about planned giving, we have partnered with The Catholic Foundation to provide you with the most up-to-date ways of fulfilling your charitable intentions. Click here to access The Catholic Foundation website or call 972-661-9792.

600 N Shady Shores Drive Lake Dallas, TX 75065 | (940) 321-6020 | info@montserratretreat.org