Q: What is Planned Giving?
A: Planned giving describes a wide variety of giving alternatives which allow donors to give to the Church and the Diocese during their lifetimes and/or after their deaths, while meeting their current income needs and providing for their heirs. Planned giving is a form of charitable giving which involves contributing one’s assets through wills and estate plans. A planned gift is a future gift to support and enhance the pastoral, educational, spiritual and human services ministries throughout the Diocese.
It’s a lot like planting a tree today so someone can enjoy its shade tomorrow.
Q: Who Makes Planned Gifts?
A: Anyone can make a Planned gift! Planned giving is not just for the elderly! It is never too early to start talking about planned giving. In fact, planned giving has become commonplace for people in their 40’s and 50’s to have begun planning.
Q: What resources are available to help guide me through estate planning?
A: You can request your complimentary Estate Planning Guide today by clicking here or by calling Kristie or Jill at 712-233-7524 today!
Q: How is Planned Giving beneficial to me?
A: In so many ways!
• Enjoy the satisfaction of providing the means for the Church and the Diocese to fulfill its mission.
• Save on gift and estate taxes.
• Reduce or avoid capital gains taxes.
• Possibly receive income for life through a Charitable Gift Annuity.
• Leave your legacy for future generation of Catholics without giving up assets.
Q: Why Planned Giving should be a Priority?
A: Because every gift matters! There are immediate needs, as well as, long term goals for the Diocese.
Q: What are the most current CGA rates?
A: Click here for more information
Imagining the Ways to Give
As stewards of the Diocese of Sioux City, our parishes, our schools and other Catholic organizations, we share the responsibility for providing for a strong faith foundation. Your planned giving efforts offer that opportunity to support the continuing work in Northwest Iowa.
If you would like to confidentially discuss options about leaving your legacy through planned giving please call us today! Call Kristie, Lexa, or Jill at 712-233-7524.