In the context of philanthropy or charitable giving, “planned giving” often refers to the act of making a gift or bequest with the intention of creating a lasting impact on our Annunciation Cathedral community. By creating a legacy through planned charitable giving, individuals can ensure that their values and priorities continue to be upheld and supported.

First, contact a committee member who can help review your gifting ideas and suggest options. See our members’ contact info below.

At any point of your life! Here are some ways to give an outright donation:

Gifts of Cash (deduction at 50% AGI limit)

Gifts of Securities (appreciated or depreciated values, deduction at 30% AGI limit)

Gifts of IRA Distributions (qualified charitable distribution)

Gifts of Property

Gifts of Real Estate

There are multiple ways to leave a future gift:

“Leave a Bequest” in a Will.

Gift in a revocable or other living trust.

Retirement Account Beneficiary Designation

Charitable Remainder Trust

Charitable Lead Trust

Your gift can be channelled into one or more streams: General Fund, Building Fund, Endowment Fund, or in a specific direction – Sports, Education, Landscaping, etc., Named Scholarships…

All of these gifts nourish our community.