What You Need To Know About Planned Giving

  • It is the expression of your faith in a special way through a carefully-considered gift to your church.
  • It is one of the best ways for your Church to further Christ’s work.
  • It can help your parish achieve financial security.
  • It is not a substitute for the weekly church offerings.
  • It is not an alternate method to pay for the normal operating expenses of your Church.
  • It is not meant to replace ongoing special events, such as fundraisers or capital campaigns.

People of all ages, backgrounds and lifestyles. Anyone who wants to use wisely, including young, single, married people whose earning power is at its peak. Also included are retired people and those concerned with the ultimate disposal of their assets. How much we give isn’t as important as the act of giving itself.

Spiritually – A planned gift is your personal ongoing response to God and a way you choose to carry out the gospel message.

Financially – A planned gift is an effective tool for preparing the future. It is flexible. You may give in a specific year for tax considerations. You can give when you no longer need the money or property. You can give when you decide when you decide to cash in an asset that has appreciated in value.

It can help meet your church’s goals, provide security to others, honor a friend or loved one; reduce taxes, fulfill your wishes; increase spendable income or reduce worry. You can target a specific need that your church is trying to fill. You can honor a loved one through a memorial, gift or bequest. Gifts can create a tax deduction, income from some planned gifts is tax-free or taxed at a favorable rate.

  • Planned gifts can help carry out your church’s ministry to others by making it possible to provide hope to the poor, the sick and the needy.
  • Planned giving allows your Church to bring the gospel to your fellow parishioners and to the community at large.
  • Your gift can be put to work to support evangelization activities, finance mission programs and provide opportunities for ministry.