Planned Giving
As with our family, we care deeply for our church and diocesan family and want to ensure that both will continue to flourish and grow long after we are gone.
For where your treasure is, there your heart will be also. Luke 12:34
Why Planned Giving?
Giving in any form allows us to support a specific cause or organization; planned goes even further and provides the ability to support beloved ministries and organizations beyond one’s lifetime.
Planned giving offers the ability to make a charitable gift while at the same time gaining tax and estate planning benefits.
Types of Planned Gifts:
The following is a list of different types of planned gifts. Click on the links for more information.
Disclaimer: Please note that we are providing the following for informational purposes only and that individuals should always consult several investment advisers and their attorneys to accurately determine the charitable giving program that is most suitable for their needs.
Charitable Bequest
Gifts to a charitable organization can be made as part of a will or trust. The most common of all planned gifts is a bequest to a church or organization in a properly prepared will. It is interesting to note that nearly fifty percent of all people pass away without any formal will, therefore developing a wills awareness program should be a top priority for any planned giving program.
Read More »Life Income Gifts
As we get older, it is normal to think about the kind of legacy we would like to leave behind after we are gone. This is often when we begin to work with a planned giving professional to determine the charitable organizations to support beyond our lifetime that reflect our core values and help us fulfill that legacy.
Other Giving Plans
Beneficiary Designation Gifts
There are sever…
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