Planned Giving

Planned giving is a way to make a gift to your parish, school or the diocese through thoughtful estate planning. A planned gift as part of an overall estate plan takes your needs as well as the needs of your loved ones into consideration, while helping support a cause or a charity that is personally meaningful to you.

A planned gift may enable you to make a more significant than you may have thought possible. It can create opportunities to support your favorite charity in a very impactful way.

Information regarding various types of planned gifts follows.

Charitable Bequest

Beneficiary Designation

Charitable Gift Annuity

Retirement Plan Assets