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Planned Giving
The good we do lives after us…                    
    … if we have the foresight to make a will

An up-to-date Will is one of the best ways to provide for those we love, to avoid unnecessary fees and probate costs, and to continue our good work for God and His church.

You can advance the Lord's work for years to come by remembering your Parish, Catholic Charities, Catholic Education or the Ministries of the Diocese in your Will. In addition to one-time gifts and bequests, endowed gifts can be made in the form of charitable trusts and life insurance.

The Stewardship and Development Office would like you to have one or more of the following booklets. Hopefully these booklets will help you to pull together personal information that your attorney will need when he/she is drafting your will and developing your estate plan.

Have you considered the following beneficiaries in your will?

  • your parish
  • your Parish Grade School and Catholic High Schools
  • Catholic Charities

Each of these brochures are available to you at no cost or obligation. For additional information and copies of these brochures, please fill out the form below or contact:

 

  Check each of the brochures you would like to receive, fill in your name and address and click submit.

How to Make a Will that Works

It has been said that people know more wrong things about wills than any other subject. This booklet will help clear up some myths.


   Better Estate Planning

This booklet addresses some of the "What if" type questions we all need to fact.


   Personal Financial Affairs Record

This booklet provides you with a personal reference file where you can record important personal and financial information.


   Ways of Giving

This booklet includes a message from Bishop Trautman and reviews ways that you could remember your parish, Catholic education, Catholic Charities or the Ministries of the Diocese in your financial and estate plans.


   Giving Through Gift Annuities

This booklet describes how an individual can make a gift in exchange for a guaranteed lifetime income.


   Giving Securities

This booklet describes the advantages of giving Appreciated Publicly Traded Stocks and mutual funds to charity.


   Giving Real Estate

This booklet describes a number of ways to make gifts of real estate that may complement your overall financial plans and perhaps enhance your security now and in the future years.


   Giving Through Life Insurance

This booklet describes how a give of life insurance can help meet different estate or financial planning needs


   Giving Through Life Income Plans

This booklet describes how an individual can make a gift in exchange for an income for life. The vehicles described in this brochure are primarily Charitable Remainder Trusts.


   Chartered Giving Plans

This booklet analyzes a variety of planned giving opportunities that can help meet different estate of financial planning needs


   Giving Through Retirement Plans

This booklet describes how you can enjoy surprising benefits as part of your retirement planning process.

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