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PLANNED GIVING OPPORTUNITIES LEAVING YOUR LEGACY AT SAINT JOHN PAUL II ACADEMY Planned gifts provide important support for the future of Saint John Paul II Academy. The donors' legacy lives on at
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Contact a financial planner or estate planning attorney to discuss your options for planned giving.
02
Decide what charitable cause or organization you would like to support with your planned giving.
03
Consider your financial situation and assets to determine the best planned giving strategy for you.
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Work with your financial planner or attorney to create a detailed plan outlining your wishes for planned giving.
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Review and update your planned giving strategy as needed to ensure it aligns with your current goals and circumstances.

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Individuals who want to support a charitable cause or organization long-term
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People who have significant assets and want to maximize tax benefits through planned giving
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Planned giving refers to the process of making a charitable gift to a nonprofit organization during a donor's life or as part of their estate plan.
Anyone who wishes to make a charitable donation through a planned giving arrangement.
To fill out planned giving arrangements, individuals can work with their financial advisors, attorneys, or directly contact the nonprofit organization.
The purpose of planned giving is to support charitable organizations and causes that individuals are passionate about, while also potentially receiving tax benefits.
The information reported on planned giving typically includes details of the gift, the donor's information, and any specific instructions for how the gift should be used.
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