A "Planned Gift" is a gift commitment to an organization that is realized at a later date, most typically at time of death, but some options allow donors to make gifts during one's lifetime as well. Spelled out within a person's estate, a planned gift is an opportunity to leave a lasting legacy that reflects your personal values and there are a number of options that provide for tax advantages.
We hope that you will consider making a planned gift to your home parish and our Catholic school through your estate plan.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.