Planned Giving

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 the Baptist Catholic Church 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 the Baptist Catholic Church, please call (707) 226-9379.

Bequests

You can make a charitable gift by naming St. John the Baptist Catholic Church as a beneficiary in your will. A bequest of property, stocks, bonds or other assets to the church 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 the Baptist Catholic Church.
 

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 the Baptist Catholic Church, or an established but no longer adequate or needed policy may be converted to the church.

Charitable Gift Annuity

Charitable annuities allow you to provide both a gift to St. John the Baptist Catholic Church and a guaranteed income for life for yourself, your children or other designated recipients. You make a minimum cash donation to the church, 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 the Baptist Catholic Church 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 the Baptist Catholic Church and pass principal to family members with little or no tax penalty.