What is Planned Giving?

Planned Giving is any type of gift that requires more than simply writing a cheque, dropping off cash or using your credit online. Some examples include: bequests, publically traded securities, RRSPs and life insurance policies.

People make Planned Gifts out of a heart for generosity, answering the call to Christian Stewardship that all Catholics feel as their faith deepens. As Christian stewards, we receive God’s gifts gratefully, cultivate them responsibly, share them lovingly in justice with others, and return them with increase to the Lord. Charitable contributions to your parish or the diocese assist in Planting the Future of the church, benefitting parishioners across southern Alberta now and in the years to come.

Planned Gifts also have a practical aspect. They can help defer taxes in any given year and as part of your estate. They also make sure that your material house is in order so that the sorrow of your passing is not complicated by the burden of your estate for those you leave behind.

Often a planned gift is a way to make the gift of a lifetime that one could not otherwise afford when day-to-day life needs to be taken care of. Gifts made through a Will, life insurance policy or gift of publically listed securities can allow you to make a very impactful and precious gift back to your community.