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PLANNED / DEFERRED GIFTS
Planned, or deferred gifts, are gifts that are created today for the benefit of the Church at a later time. St. John’s Catholic Community Foundation was created to use this type of gift to build an endowment for the benefit of St. John’s parish. Most importantly, make your will. Without a will, your desire to remember the church will not be recognized. These types of gifts may offer tax and income incentives not available through outright giving. Some types of planned gifts are:
Percentage of your estate given as cash
Real estate
Securities
Charitable lead trusts
Charitable remainder trusts
Charitable remainder unitrust
Charitable remainder annuity trusts Pooled income fund
Charitable gift annuities
Retirement plans
Life insurance
Planned gifts usually require significant planning and may involve coordination among your attorney, financial advisor, and a representative of St. John’s. Please contact the parish office when making a deferred gift.
The information provided is with the understanding that the Church is not rendering legal, accounting, or other professional advice and assumes no liability whatsoever in connection with its use. The tax laws are constantly changing and you should consult your tax and financial advisors before making a gift.
Page updated:
December 17, 2008
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Types of Gifts
