1 minute read

What is planned giving?

Planned giving encompasses several types of giving, all with the same result: by planning ahead, a donor can leave a legacy to sustain Catholic Charities for years to come. In addition, when done thoughtfully and with the assistance of a tax professional, planned giving can have positive tax benefits during a donor’s lifetime and after.

Planned giving includes:

- Leaving a bequest in your will or revocable trust.

- A life-income contribution naming Catholic Charities as a beneficiary, such as a charitable gift annuity or charitable remainder trust. Establishing a charitable lead trust to assist both your beneficiaries and Catholic Charities.

- Establishing a charitable lead trust to assist both your beneficiaries and Catholic Charities.

- Designating Catholic Charities as a beneficiary in a life insurance policy or in your IRA, 401(k) or 403(b).

LEARN MORE

To learn more about how you can leave a lasting legacy by including Catholic Charities in your planned giving, contact LeAnne Miller by email (lmiller@CatholicCharitiesWichita. org) or call her at (316) 264-8344, etc. 1221.

This article is from: