Our Hope Foundation
What is planned giving?
A planned gift is a part of estate planning. It may be given either during one’s lifetime or as part of one’s estate to support an institution and its program. It may be in such forms as cash or other assets, an annuity one purchases, or a life insurance policy or retirement account that names the institution as beneficiary. Here are 7 specific ways you can give a planned gift.
· Revocable “Living” Trust
· IRA or Other Retirement Account
· Life Insurance
· Charitable Remainder Trust
· Donor Advised Fund
· Charitable Gift Annuity
what will my gift be used towards?
Most often, planned gifts to St. John are used for endowment or another major purpose, but they can also help with general operating costs. You can designate what you would like your gift to accomplish.
At St. John we have both a School and Church Endowment Fund, whose income is to be used at the discretion of the pastor and Finance Council while the principal remains intact. You may, however, designate another specific purpose for your gift. The best part is that this gift would not come out of your current cash flow. Rather, it comes out of your estate, and thereby becomes your legacy to the St. John community.
How Can I give a planned gift? How can I remember St. John?
It is simple…
Step 1: Download the Our Hope Foundation form below. You can also contact Samantha Romero at (785) 843-0109 or firstname.lastname@example.org for a hard copy to be mailed to your home address.
Step 2: Complete the form and designate what type of gift St. John will receive.
Step 3: Return the form to:
St. John Catholic Church
Attn:Samantha Romero, Stewardship Office
1229 Vermont St
Lawrence KS 66044
Step 4: You have given a planned gift and are part of Our Hope Foundation! Spread the word.