What is Planned Giving?
Planned Giving is the transfer of assets to a specific nonprofit organization during a donor’s lifetime or upon a donor’s passing. Reviewing and implementing future giving plans today can help each of us meet our personal, financial, and estate planning goals.
In addition to personal financial benefits, Planned Giving is an excellent way to ensure the fiscal stability and successful future of St. Joseph of Arimathea Episcopal Church. Each of us can leave a lasting mark through a gift that provides for the future well-being of the Church.
In general, Planned Gifts are made through:
Gifts by Will or Living Trust
Gifts of Real Estate, Appreciated Property, and Tangible Personal Property
Gifts of Life Insurance and Retirement Accounts
For specific information or questions relating to giving opportunities, contact Warren Petit at firstname.lastname@example.org
Ways you can give:
Mail a check, made out to the attention of Warren Pettit to
Give to the General Fund, Memorial Fund, or set up recurring donations.