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PLANNED GIVING I. Brief Introduction to Planned Giving Welcome to the new Planned Giving program for Epiphany of Our Lord Church. We look forward to sharing how everyone can leave a legacy of faith

How to fill out planned giving - catholic

How to fill out planned giving - catholic?

1. Start by researching and understanding the concept of planned giving in the Catholic context. Explore the different options available and their implications.
2. Consult with a financial advisor or estate planning attorney who specializes in planned giving and is familiar with Catholic institutions. They can guide you through the process and help you make informed decisions.
3. Determine your goals and priorities for giving. Consider which Catholic organizations or causes you want to support and how much you are willing to contribute.
4. Review the available planned giving options, such as bequests, charitable gift annuities, charitable remainder trusts, and life insurance. Understand the requirements, benefits, and tax implications of each option.
5. Choose the planned giving option that aligns with your goals and financial situation. Consider factors like personal circumstances, tax considerations, and the impact you wish to make.
6. Gather all the necessary documentation, including legal documents, financial statements, and beneficiary information, to fill out the planned giving forms accurately.
7. Fill out the planned giving forms provided by the Catholic organization or institution you wish to support. Ensure that you provide all the required information accurately and follow any specific instructions provided.
8. Review the completed forms carefully before submitting them. Double-check for any errors or missing information that may affect the intended purpose of your gift.
9. If you have any questions or need assistance, reach out to the designated contact person or department at the Catholic organization you are supporting. They will be able to provide further guidance and clarification.

Who needs planned giving - Catholic?

1. Those who have a strong affiliation with the Catholic faith and wish to support Catholic organizations and causes in a significant and lasting way.
2. Individuals who want to leave a lasting legacy and make a positive impact on the Catholic community.
3. Donors who are looking for tax-efficient ways to give and maximize the benefits of their charitable contributions.
4. People who have accumulated wealth and want to ensure that it is used for a purpose in line with their values and beliefs.
5. Individuals who wish to provide ongoing support to Catholic institutions, such as schools, hospitals, churches, or charitable organizations.
6. Donors who want to explore different options for planned giving, such as naming a Catholic organization as a beneficiary in their will, establishing a trust, or setting up charitable gift arrangements.

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What is planned giving - catholic?

Planned giving in the Catholic context refers to making charitable donations or gifts to the church through a planned and strategic approach, usually through wills, trusts, or other financial instruments.

Who is required to file planned giving - catholic?

Individuals who choose to make planned gifts to the Catholic church are required to file planned giving documentation.

How to fill out planned giving - catholic?

To fill out planned giving documents for the Catholic church, individuals should consult with their financial advisor or legal counsel to ensure the gifts are structured properly and in accordance with their wishes.

What is the purpose of planned giving - catholic?

The purpose of planned giving in the Catholic context is to provide financial support to the church to further its mission and charitable works.

What information must be reported on planned giving - catholic?

Information such as the nature of the gift, the donor's information, and any specific conditions or restrictions related to the gift must be reported on planned giving documentation for the Catholic church.