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Planned Giving

The Claretians would consider it an honor to be a part of your long-range estate plans. Our staff has the experience and expertise to interact with you and your financial advisors to explore tax and legal matters affecting your assets. It is our goal to provide you with assistance and understanding concerning your estate so that you are fully aware of the benefits and features of all planned giving opportunities.

What is planned giving?
A planned gift is any gift, for any amount given, for any purpose - operations, capital expansion, or endowment - whether for current or deferred use, if the assistance of a professional staff person, a qualified volunteer, or the donor's adviser is necessary to complete the gift. In addition, it includes any gift which is carefully considered by a donor in light of estate and financial plans. Your legacy can support the Claretian ministries today as well as in the future.

You can make a donation to the Claretians with gift features that meet your financial goals and, at the same time, support the ministries of the Claretians.

Giving Options
Many people who support our mission say they derive great satisfaction from their giving, from knowing that their gift is making a difference in the lives of others and would often like to do more. We can suggest creative ways to support the Claretians that you might not have considered.

Do you have questions about planned giving in general? Let us help you develop a plan best suited to meet your family, financial and charitable interests. Information in the booklet, Planning Strategies, Which One is Best for You?, will provide information to help you develop a plan best suited to meet your family, financial and charitable interests.

Benefits of Planned Giving

• Obtain a charitable income tax deduction
• Avoid or reduce paying capital gains taxes
• Reduce federal income taxes
• Plan for retirement and family
• Provide permanent support for the Claretians