Planned giving allows you to make advance decisions about how you would like certain assets to be distributed after you’ve passed away, and to leave behind a legacy of your care and compassion. For recipient charitable organizations, planned gifts can ensure continuity by affirming sources of future income.

Whether supported through an outright gift or planned gift, St. John the Baptist Catholic Church’s good works are made possible through the generosity and commitment of our Parish families and community supporters. A planned gift to St. John’s helps ensure the future of the ministries and programs we provide in our community, while supporting your financial goals.

Types of Planned Gifts

Planned gifts may be made through your will, charitable gift annuities, gifts of life insurance, pooled income funds, and charitable trusts. There are a variety of estate planning “tools” that can provide you with tax benefits or income enhancement opportunities, while securing a future for St. John the Baptist Catholic Church. For more information about planned giving for St. John’s, please call (707) 226-9379.

Bequests
You can make a charitable gift by naming St. John’s as a beneficiary in your will. A bequest of property, stocks, bonds or other assets to St. John’s may result in current tax savings and future reductions in estate inheritance taxes for your heirs.

Retirement Plans
Your IRA assets can be transferred to a charitable remainder trust, which will provide life income to the beneficiary, and then an eventual gift to St. John’s.
 
Life Insurance Benefactor
You may make St. John’s the beneficiary of a life insurance policy. Your premium payments then become deductible from your income taxes. A new policy may be taken out in the name of St. John’s, or an established but no longer adequate or needed policy may be converted to St. John’s.

Charitable Gift Annuity
Charitable annuities allow you to provide both a gift to St. John’s and a guaranteed income for life for yourself, your children or other designated recipients. You make a minimum cash donation to St. John’s, and in return, you or your children are paid a fixed sum each year for life – essentially a percentage of interest earned on the donated funds.

Life Income
You can irrevocably transfer some assets to St. John’s now, and in return, you (and a survivor, if you wish) receive income for life.

Pooled Income Fund
Your gift of money, marketable securities, or both is invested together with similar gifts from other donors.

Charitable Lead Trust
Individuals with very large estates can use a charitable lead trust to benefit St. John’s and pass principal to family members with little or no tax penalty.