Planned giving allows you to make charitable gifts now or after your lifetime to a cause that is important to you, while providing you with tax advantages, financial benefits, and safeguards for your future and that of your heirs. These gifts require planning and, often, help from your professional advisors. Unlike cash donations, these gifts are typically made from assets in your estate rather than disposable income.
There are myriad vehicles through which you can make a planned gift. When choosing a vehicle to make a gift, we ask that you consider your financial goals. There are gifts that help you protect your assets, gifts that generate income for you, and gifts that are very simple and only require a provision in your will or trust.
Whether you are in your mid 30s and in the building stage of your life, or nearing retirement and considering your legacy, there is a planned gift that suits your needs and can help you meet your goals. The most common planned gifts include bequests, life insurance, trusts and annuities, retirement and pension plans, charitable IRA rollovers, and real estate.
We welcome your questions and the opportunity to help you secure your family’s future while making an investment in the future of St. Margaret’s. Please consult with your attorney or our Director of Advancement to ensure that your bequest best achieves your desired result. For additional information, please contact Jonathan Tufo
in the Advancement Office at (949) 661-0108 ext. 1318.