What Is Planned Giving?

Planned giving encompasses a variety of ways that gifts can be made to the church from accumulated resources. It usually involves financial or estate planning; however, it is not reserved for the wealthy. Planned giving is a means by which anyone concerned with the wise use of his or her personal resources makes a considered choice about their ultimate disposition. In general planned gifts are made through:

A Bequest in a Will

A Life Income Gift such as a pooled income fund, a charitable gift annuity, or a charitable remainder

Trust Gifts of Special Assets (real estate, closely held stock, life insurance, retirement accounts)

Planned giving establishes a way for you to provide for family members while remembering the church as well. It often enables you to provide more for your heirs and to make a larger gift than thought possible. It often reduces taxes as well.

Contact our Stewardship chair at stewardship@stjohnsnorthampton.org to learn more about planned giving here at St John’s.