My Legacy Planner

Experts say that 70% of Americans do not have a current will or estate plan.

This means that the vast majority of Americans do not have a will or trust that matches their current goals with their estate plan. Does your estate plan take into account the most recent tax laws? My Legacy Planner will not only allow you to assess your current will but also provide you with a thoughtful framework as you prepare to meet with your attorney or financial advisor.

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Donor Advised Funds and Other Gifts of Assets

Other gifts of assets, such as stocks, real estate, CDs, etc can be beneificial to you and your parish.

Charitable Gift Annuities

A charitable gift annuity (CGA) is a simple arrangement which provides financial benefits to individuals (donors) and charitable organizations.

Planned Giving Q&A

Watch our video series on Planned Giving.