Planned Giving

 

PLANNED GIVING

Make a Gift Through Your Will or Trust, Retirement Funds, Gift Annuities, or Life Insurance Policies

A planned gift is any major gift, made during your lifetime or at death, as part of an overall financial or estate plan. It is a way of supporting St. Philip’s that enables donors to make larger gifts than they could make from their income.

 

Types of Planned Gifts Include:

 

  • Bequest in a Will or Trust
  • Retirement Plan Assets
  • Stocks, Bonds, or Mutual Funds
  • Life Insurance
  • Real Estate
  • Life Income Gifts: Pooled Income Fund, Charitable Gift Annuity or Charitable Remainder Trust.

 

Planned giving is a generous and effective way of ensuring St. Philip’s future vibrancy. You should consult with your attorney or financial advisor for guidance in determining the planned gift approach that is right for you and your family.

 

If you have any questions, please contact Mary Eberline at 248-520-0175

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