Your legacy gift to the Clergy Trust helps ensure the future care of our priests.

Our priests dedicate their lives to bringing the light of Christ to all those in need. They do not just address the needs of those within their parishes, they strengthen our communities through their ministry, their compassion, their mercy.

Clergy Trust Legacy Society

The CTLS honors individuals who have named the Clergy Trust as a beneficiary in a:

  • will or trust
  • retirement account
  • charitable gift annuity or charitable trust
  • life insurance policy
  • establishment of an endowed fund
  • bank account TOD (Transfer on Death)

These generous benefactors are creating an infrastructure of support that will ensure that our mission continues, and our priests are cared for so they can serve future generations.

As a member, you will be remembered in an annual Mass of Thanksgiving and Remembrance at Regina Cleri.

Contact Us

Would you like to learn more about making a legacy gift to the Clergy Trust?

Call (617)746-5725 or complete the contact form below.

Legal Information

Here’s all you need to know in preparation for adding Clergy Trust to your will or estate plan:

Legal Name: RCAB Clergy Benefit Funding Trust
Tax ID #: 45-3995881

* Please note: If you have already added the Archdiocese of Boston to your will or estate plan, please know that will not benefit Clergy Trust. You must specifically use the above information to ensure Clergy Trust receives your legacy gift.

From the Community

Bequest Language

We’ve also compiled some bequest language that might help you. We advise you to review this language with your own independent legal counsel.

* This language is not provided as legal or financial advice.

Specific Dollar Amount

“I give the sum of $_____ to the Clergy Benefit Funding Trust, Tax ID 45-3995881”

Specific Property

“I give all my right, title and interest in and to <description of property> to the Clergy Benefit Funding Trust, Tax ID 45-3995881”

Share of, or Entire Residue, of Estate

“I give (all/or _____%) of the residue of my estate to the Clergy Benefit Funding Trust, Tax ID 45-3995881.”

Specific Dollar Amount

“If my husband/wife does not survive me, I give the sum of $_____ to the Clergy Benefit Funding Trust, Tax ID 45-3995881.”

James MacDonald

  • Current Senior Advisor, Fidelity Investments focusing on strategic initiatives.
  • 20+ years as Executive at Fidelity Investments with a proven track record of developing strategies and growing businesses, while delivering long-term financial performance in highly competitive markets.
  • Many years in technology including Athena Health, State Street Corporation, and Bank NY Mellon
  • Longtime parishioner of Holy Family Parish, Duxbury
  • BS, University of Massachusetts; The Wharton School Executive Development Program, University of PA

Rev. Thomas S. Rafferty

  • Ordained a Priest in May 2005
  • Currently serves as Pastor of St. Oscar Romero Parish in Canton, MA
  • Prior assignments include: St. John the Evangelist Parish, Swampscott, St. Patrick Parish, Natick
  • Before entering the seminary, Fr. Rafferty earned his law degree at New England School of Law and worked many years as a lawyer
  • Undergraduate degree from Boston College

Rev. J. Michael Lawlor

  • Ordained a Priest in May 1973
  • Currently serves as Pastor of The Church of St. Paul in Hamilton, MA
  • Prior assignments include: St. Joseph Parish, Needham, St. Maria Goretti Parish, Lynnfield; St. Ann Parish, Peabody; St. Mary of the Annunciation Parish, Danvers; St. Theresa of Avila, West Roxbury
  • Has served on the Archdiocese’s Presbyterial Council, the College of Consultors, the Board of Trustees for Saint John Seminary, and several other Archdiocesan committees

Contact Us

Complete the form below and a member of our team will reach out to you.

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Make a Planned Gift

If you are interested in making a planned gift or giving from an IRA, please complete the form below and a member of our team will contact you with more information.

Congratulations!

The Clergy Trust Team and Board of Trustees thank Cardinal Seán for his unfailing commitment to his brother priests and his enthusiasm in working with laity over the last 20 years, creating a lasting legacy on the Archdiocese of Boston and the future care of our clergy.

For his loving ministry, his servant leadership, and his gracious collaboration, we are eternally grateful.

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