Registration for the 17th annual Advisors Series for Estate and Wealth Management Professionals on Thursday, Nov. 16 (buffet breakfast served at 7:30 a.m. and the program starts at 8 a.m.).
The program will feature Jonathan G. Blattmachr, co-author of nine books and more than 500 articles on estate planning and Teresa L. Bush, Esq., who has practiced law since 1991 and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration.
Participants will receive two hours of continuing education credit (CLE, CFP or CPE). Please call 972-661-9792 for any questions.
Planned Giving provides a way to fulfill your charitable and philanthropic intentions with gifts made to The Catholic Foundation from your estate after your lifetime in accordance with specific plans you have made during the course of your lifetime. Planned Giving creates a long term charitable commitment from your estate through wills, trusts, life insurance policies and other estate plans.
Types of Planned Gifts
The Catholic Foundation welcomes the opportunity to work with you and your financial and legal advisors to execute your philanthropic vision consistent with your financial and estate plans.
Charitable Remainder Trusts
For gifts of $100,000 or more, benefit loved ones for life or a term of years with this tax-incentive vehicle. Established for a lifetime or a term of years, the donor receives annual income. After the trust term ends, charity receives the remainder. This may be established during life or after your lifetime through your will.
All of these opportunities may be customized to meet your charitable intentions.
Planned Giving Resources
Our special Gift Legacy section is dedicated to meeting your specific needs for information regarding your personal philanthropy
Inside, you’ll find:
- Articles of interest on charitable giving ideas
- Stories about how others have used giving plans available at The Catholic Foundation to fulfill their charitable intentions
- An interactive, easy-to-use tool including a gift calculator to create a personalized gift plan based on your interests and needs
- Up-to-date news on personal finance issues
Here to Serve
Please contact the Development Team at The Catholic Foundation to discuss your options and to get started.