What Is Planned Giving?
Planned giving encompasses a variety of ways that gifts can be made to the church from accumulated resources. It usually involves financial or estate planning; however, it is not reserved for the wealthy. Planned giving is a means by which anyone concerned with the wise use of his or her personal resources makes a considered choice about their ultimate disposition. In general planned gifts are made through:
A Bequest in a Will
A Life Income Gift such as a pooled income fund, a charitable gift annuity, or a charitable remainder
Trust Gifts of Special Assets (real estate, closely held stock, life insurance, retirement accounts)
Planned giving establishes a way for you to provide for family members while remembering the church as well. It often enables you to provide more for your heirs and to make a larger gift than thought possible. It often reduces taxes as well.
Contact our Stewardship chair at firstname.lastname@example.org to learn more about planned giving here at St John’s.