There are a number of ways that you can make a planned gift to your parish or the Archdiocese of San Francisco:
Bequests – Bequests through your will are the most common and in most instances the easiest way for you to plan a gift for the Church. You simply name your parish, school or the Archdiocese as a beneficiary in your will and the gift will be finalized by your estate.
Charitable Remainder Trusts – Charitable Remainder Trusts make it possible for you to make a gift, benefit from a charitable contribution deduction and receive income for life.
Charitable Lead Trusts – Charitable Lead Trusts provide you with a way of making a charitable contribution to the Church and at the same time pass property on to family members at the lowest possible gift tax rate. If you are concerned about erosion of your estate through estate and gift taxes, a Charitable Lead Trust may be a worthy consideration.
There are many other types of philanthropic ideas you can use in your donor estate and financial gift planning. Additionally, there are many types of property you can also use to help your Church through gift planning:
Cash
Securities or other real property
Real estate
Rental income
In-kind gifts
Where there is a will there is a way to help your Church. We urge you to contact the Office of Development for additional information. We will assist you in your philanthropic planning. Ideas outlined here can be tailored to meet your individual goals and the needs of your family. Thank you for considering your parish, school or the Archdiocese in your estate plans!
Note: All information concerning estate planning options is for informational purposes only. We recommend you contact a local attorney specializing in estate planning for information regarding your particular situation or to make changes to your current estate documents.
