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Planned Giving

By following charitable incentives in federal tax laws, Planned Gifts help you maximize personal benefits and give in a way you may not have been able to otherwise. They are a valuable tool that enable you to share the resources you’ve been blessed with, and enhance your financial situation and security.

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A properly designed Planned Gift can help you achieve some of the following goals:

  • Help continue to tell the history of The Old St. Ferdinand Shrine

  • Eliminate or reduce capital gains taxes

  • Generate a significant federal income tax deduction

  • Eliminate or reduce federal estate taxes

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Through these and other options, you may able to make an important gift and help continue the work of Saint Philippine Duchesne:

  • Gift through a Will or Trust

  • Charitable Gift Annuities

  • Gifts of Appreciated Stocks, Mutual Funds, and Bonds

  • Gifts of Real Estate

  • Gifts of Life Insurance

  • Charitable Remainder Trusts

  • IRA Gift

  • Designated Gift

  • Outright Gift

 

Please contact the Shrine to talk more about your plans: 314-837-2110

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*Investment information on this web site is not intended to be specific legal advice. Please consult your consultant and/or attorney in all legal matters. Laws regarding contracts may vary in different states.

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