Planned Giving

PLANNED GIVING

Planned giving, sometimes referred to as gift planning, may be defined as a method of supporting non-profits and charities that enables our individuals or donors to make larger gifts than they could make from their income. A planned gift is any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning.

By contrast, gifts to the annual fund or weekly tithing are made from a donor’s discretionary income, and while they may be budgeted for, they are not planned. Whether a donor uses cash, appreciated securities/stock, real estate, artwork, partnership interests, personal property, life insurance, retirement plan, etc., the benefits of funding a planned gift can be very rewarding.

Donaciones Planificadas

Donaciones planificadas, a veces conocido como la planificación de regalo, se puede definir como un método de apoyo sin fines de lucro y organizaciones benéficas que permite a nuestros individuos o los donantes para hacer regalos más grandes de lo que podrían hacer de sus ingresos. Una donación planificada es cualquier regalo importante, hecho en vida o en la muerte como parte de la planificación financiera y / o propiedad general de un donante.

Por el contrario, las donaciones al fondo anual o diezmo   semanal se hacen de los ingresos discrecionales de un donante, y si bien pueden ser presupuestados, no se planifican. Ya sea un donante utiliza efectivo, valores apreciados / valores, bienes raíces, obras de arte, partes sociales, bienes personales, seguro de vida, plan de jubilación, etc., los beneficios de la financiación de una donación planificada puede ser muy gratificante.

• The QCD allows donors 70½ or older to transfer up to $100,000 directly fromtheir IRA to a qualified 501c3 charity on an annual basis.
• An IRA rollover gift is a tax-free distribution for the donor. Qualifying individuals can make charitable gifts using pre-tax IRA assets rather than taking a distribution, payingincome taxes on the distribution and then using after tax assets to make a charitable gift.
• An IRA rollover gift can be used to meet all or part of an IRA’s annual required minimum distribution or RMD.

The Archdiocesan Tax ID – 74-6018777
St. Luke the Evangelist Catholic Church
11011 Hall Rd
Houston, TX 77089

In addition to fulfilling an important role in providing for the future financial security of your family and others, your will/living trust/life insurance/retirement plan can offer ways to make thoughtful charitable gifts to your church as part of your long-range estate and financial plans. It can be very rewarding knowing that a portion of your property/estate will continue to care for your church in the future.

A gift made through a will/living trust or other plans can be convenient to arrange. A simple provision or amendment prepared by your attorney at the time you make or update your will/trust is all that is necessary. Gifts included in wills/living trusts/life Insurance/retirement plans are popular because they are flexible, easy to arrange and may be changed with your life circumstances.

• Will - When you meet with your attorney to draft, update or supplement your will, remember St. Luke by including "I give and bequeath to St. Luke the Evangelist Catholic Church the sum of $___ or ___% of my residuary estate."
• Life Insurance & Retirement Plan - Designate St. Luke as a beneficiary or contingent beneficiary (alternate) of your life insurance policy or retirement plan.