Planned Giving

FEBRUARY 13, 2025

Beneficiary Designations Certain assets can be transferred directly to beneficiaries without going through probate. These non-probate assets include 401(k) accounts, pensions, and life insurance policies. Types of Insurance Policies Life Insurance : Provides financial support to your beneficiaries.

Insurance 52

Insurance Insurance Policies Policy 52

Penelope Burk

MARCH 31, 2021

My deep gratitude, which I express through giving, continues to this day. About forty years ago, I was living through a cold winter in a house with no insulation. My father passed away after a battle with dementia. That gift helped us get through a tough period. It belongs to the Lord and I am its steward.

Pass-Through 130

Pass-Through Donation Budget Education 130

Planned Giving

OCTOBER 7, 2023

An entire generation of older, more generous parishioners is passing. What happens when those parishioners pass away? Who’s going to pass the collection plate, much less leave something in it? That’s the very definition of a restricted planned gift! The stock market looks like a roller coaster.

Donation 59

Donation Pass-Through Insurance Insurance 59

Get Fully Funded

JULY 21, 2022

Planned gifts are most commonly put into place when a donor works through the estate planning process. While there are lots of different kinds of planned gifts, like trusts, annuities, stock, and life insurance, the most common planned gifts are bequests, where someone simply leaves your nonprofit in their will. Planned Giving 101.

Pass-Through 64

Pass-Through Insurance Insurance Donation 64