St. Anthony de Padua Parish at 2114 E. Jefferson Blvd., South Bend, IN 46617 US - Determining a Planned Gift

any charitable contribution, immediate or deferred, that considers the donor's personal tax, financial and estate planning circumstances, and requires the participation of the donor's professional advisors. Planned gifts can be as simple as an outright gift of cash or as sophisticated as a charitable trust or foundation that is integrated into a multi-faceted financial and estate plan.

There is some research and questions you want to answer before deciding where and how to invest in your favorite organization:

1. Decide what your tax issues are and speak to a qualified financial advisor.  This will help you decide on the type of gift that works best for you and those you love.
2. Is this gift of property, cash, stocks, real estate or as your insurance beneficiary? 
3. Do you need an income source?  If so, look into annuity options or types of deferred gifts.
4. Once you determine the type of gift, please notify the recipient.  For established planned giving societies, you should be acknowledged for your generosity.

Planned Giving options are diverse.  Please contact a trustworthy source to determine what works best for your needs.

Links to help answer your questions:

Federal Rates: http://www.pgdc.com/usa/rates/cfmr/

Technical Reports: http://www.pgdc.com/usa/type/?typeID=75

Government & Tax issues: http://www.ncgpc.org/links.html

Definitions and further information: http://www.pgresources.com/funds.html

April 2005