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77 Planned Giving What is Planned Giving, and why is it important? The case for Planned Giving. If properly presented as a means of exercising responsible stewardship of their accumulated assets and
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How to fill out planned giving - archdiocese:

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Visit the archdiocese's official website and search for the planned giving section.
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Read through the provided information and familiarize yourself with the different options available for planned giving.
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Decide on the type of planned giving you are interested in, whether it is a bequest, charitable gift annuity, charitable trust, or other options.
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Gather all the necessary documents and information needed to complete the planned giving form. This may include personal identification, contact information, and details about the assets you wish to donate.
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Submit the completed planned giving form according to the instructions provided on the archdiocese's website. This may involve mailing the form, submitting it electronically, or contacting the designated representative.
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Who needs planned giving - archdiocese:

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Individuals who have a desire to leave a lasting legacy and support the mission and work of the archdiocese.
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Individuals who want to take advantage of tax benefits associated with planned giving, such as estate tax deductions or reduced capital gains tax.
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Planned giving to the archdiocese involves making a donation during one's lifetime or as part of an estate plan to support the mission and work of the archdiocese.
Individuals or organizations choosing to make a planned gift to the archdiocese may be required to file certain documentation depending on the type and amount of the gift.
Individuals can fill out planned giving forms provided by the archdiocese and work with their financial advisors or estate planners to ensure their gifts align with their charitable goals.
The purpose of planned giving to the archdiocese is to provide long-term financial support for the programs and ministries of the church, ensuring its sustainability for future generations.
Information required to be reported on planned giving to the archdiocese may include the type of gift, its value, any restrictions on its use, and contact information for the donor.
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