Planned Giving

A thoughtfully designed planned giving program can help you achieve your charitable goals in a financially sound way. By carefully selecting the best donation method and asset for giving, you can take full advantage of beneficial tax laws. A knowledgeable financial advisor or estate planner can tailor a planned giving program that bests suits your needs.

For many, a bequest through a will is the cornerstone of a planned giving program. A flexible and convenient option, a bequest allows you to make a future gift while retaining control of your property during your lifetime.

Life income gifts, such as charitable remainder trusts and gift annuities, are an effective way to contribute assets while keeping an income for yourself or your family. Generally, to create a charitable remainder trust you place assets into a trust which pays you an income for life. When the last beneficiary dies the remaining principal goes to help the Diocesan Health Facilities continue its important mission. A charitable gift annuity is a simple contract between you and the beneficiary of your gift. In exchange for your irrevocable gift, you are paid a fixed sum for life. These gift plans may provide income and estate tax advantages and they may allow you to increase your current income.

Other assets that may be donated through a planned giving program include retirement assets, real estate, and life insurance.