What is a Planned Gift?
A transfer of cash or other assets to a charitable institution via a pre-planned process agreed upon by the Donor and the charitable institution.
The donor’s gift is used to advance the mission of the charitable institution and at the same time benefits the donor by limiting income tax and estate tax liability.
The Diocesan Planned Giving Office
1) Educates donors, in the context of stewardship, how to give from their assets and at the same time fulfill their life-long financial goals, reduce tax liability on the estate and avoid or reduce capital gains taxes thereby protecting what is left for their heirs.
2) Provides In-Parish Estate Planning Seminars. Church parishes in the Diocese of Lafayette may arrange to have an estate-planning seminar scheduled on their site. Arrangements can be made by calling 337-261-5641 or e-mailing email@example.com
Participants will learn:
- Living wills vs. Health Care Power of Attorney
- Importance of making a Will
- How to give more to your heirs, not less
- Protecting your retirement plan
- Reducing taxes through Charitable gifts
- New tax laws
4) End of Year Giving Brochure. Helps prospective donors to save on taxes through a year-end charitable gift.