Planned Giving

Planned Giving Through Stewardship of What We Leave Behind

Planned giving uses tax, financial and estate planning techniques to enable a donor to make a substantial gift commitment to their parish, school and diocese while providing significant tax and financial benefits for the donor.

Through the use of planned giving techniques, the gift is often greater than the donor may have previously considered because the benefits may dramatically reduce the net cost of the gift.

With benefits available to the donor through planned giving the gift is enhanced.

Creative use of planned giving techniques can be tailored to meet the funding needs of the donor.

The donor’s personal satisfaction is increased because they can make larger gifts and “experience” the implication of their gifts during their lifetime.

For added information please contact the Diocesan Director of Stewardship and Development Robert McCreary at 800-617-7466 ext. 103 or E-mail rmccreary@dol-in.org.

Please view the following links for valuable information.
Catholic Foundation of North Central Indiana, Inc.
Charitable Gift Annuity