Planned Giving

Planned Giving

Often times, Catholics who have placed a high value on the Christian beliefs, want to provide for the diocese or their Church in anticipation of death. Thus, the term planned giving. This remembrance to the church can take several forms but does require preparation. The first step is to prepare a will, which simply means preparing an inventory of your assets. These assets include your real property plus investment and insurance polices. The diocese would be happy to work with you, your attorney, or your accountant, to help you maximize your gifts and to reduce your tax obligations.