ABOUT
 
PEOPLE
 
WORSHIP
 
MUSIC
 
FORMATION (EDUCATION)
 
PASTORAL CARE
 
OUTREACH
 
STEWARDSHIP
 
ANNOUNCEMENTS

Planned Giving and Endowment Fund

Planned Giving and Endowment Fund: Information Card
* Required
First Name *
Last Name *
 
Email Address * (For example: name@company.com)
 
The best way to contact me is *
my home phone - the number is on file at the parish office.
my work phone - the number is on file at parish office.
at my home - my address is on file at the parish office.
 
The best time to contact me is *
Days.
Evenings.
 
I have provided for St. Michael's through (check any that apply)
my will.
my revocable trust.
an insurance policy.
another instrument.
 
I would like additional information about (check any that apply)
establishing a bequest via my Will or Living Trust.
how I may remember and suport St. Michael's by utilizing my Retirement Plan assets.
the income and tax benefits of Charitable Remainder Trust.
providing for myself and St. Michael's through a Charitable Gift Annuity.
providing for St. Michael's and my beneficiaries through a Charitable Lead Trust.
providing for myself and St. Michael's through a Charitable Remainder Trust.
 
I would be interested in attending a parish presentation on
Planned Giving.
Living Trusts.
Charitable Gift Annuities.
Charitable Lead Trusts.
Charitable Remainder Trusts.
 
NOTE: THIS IS NOT A SECURE FORM so we have not asked for your address or phone numbers.  Please make sure the parish ofice has your current contact information.
 Print Article
Empowered by Extend, a church software solution from