Gift Planning

Gift Planning

A Planned Gift is any gift made during a lifetime, under a will, or other trust from assets accumulated during one's life. The Foundation consults with individuals and their advisors anywhere through the state about specific gift planning strategies.

Benefits of gift planning:

  1. Encourages and assists church members to plan responsibly for the disposition of their worldly goods.
  2. Encourages church members to make suitable provision for their family members while remembering the church as well.
  3. Invites parishioners to witness to their faith, their love for God and the Church in a unique way.
  4. Strengthens the ministry of the church, the institution, or the program to which parishioners have a special commitment to support for generations to come.

Pooled Income Fund

Charitable Gift Annuities

Wills Program

Charitable Beneficiary Designation

Interactive Gift Planning

Gift Planning News

For Gift Planning forms, click here.