On average, a person works more than 40 years to accumulate assets and experiences but does not spend even a few hours to anticipate, much less plan, how they want their end-of life needs handled. The burden felt by loved ones as well as yourself can be eased through proper planning.
The three-part of the Foundation’s series to help you make and implement a plan for end-of-life issues concludes on Monday, April 20, with a presentation on planned giving. Rev. C.J. Taylor, president and CEO of Heartspring Methodist Foundation, will be the speaker
The.presentation will be at 6:30 p.m. Monday, April 20, in the Fellers Room (S-312). RSVP is not necessary; childcare will not be provided.
Any gift to St. Paul’s Methodist Foundation of Houston is a gift in perpetuity, whether donated during a person’s lifetime as a gift or to memorialize or recognize someone else.
The Willing Friends Society is a group of people who have designated in their estate plans gifts to St. Paul’s Foundation or Church. This workshop will provide information to assist others in determining the best way to handle their own estates. Some topics to consider include:
Gifts that Pay Income to the Donor
- Charitable Gift Annuity
- Deferred Gift Annuity
- Charitable Remainder Trust
- Charitable Remainder
Other Kinds of Gifts
- Will or Trust (Bequests)
- Stock and Appreciated
- Life Insurance
- Personal Property
- Real Estate
- Retirement Plan