Your deferred gift benefits you now and provides future support to The Pontifical Mission Societies.
The Advancement Office can help you develop a gift plan that meets your financial and philanthropic goals. For any questions or concerns, please contact Josephine Everly at 212 563 8717 or j[email protected].
Your deferred gift benefits you now and provides future support to The Pontifical Mission Societies. The Planned Giving Office can help you develop a gift plan that meets your financial and philanthropic goals. For any doubts or concerns, you can reach out to Josephine Everly at [email protected]
WILLS, LIVING TRUSTS, AND BEQUESTS
The easiest and most common form of deferred gift is a charitable bequest in your will or living trust. For sample bequest language or more information, please email [email protected].
GIFTS THAT PROVIDE INCOME
A lifetime income gift, such as a charitable gift annuity or charitable remainder trust, can provide you with fixed payments for life. You can receive tax benefits and deductions as well.
NONGRANTOR LEAD TRUST
Nongrantor lead trusts support The Pontifical Mission Societies and allow your family to receive the asset with a significantly reduced tax liability.
GIFTS OF RETIREMENT PLANS
When The Pontifical Mission Societies are named as a retirement plan beneficiary, whether primary or contingent, estate taxes do not apply. This allows you to give a larger gift than you may have anticipated.
RETAINED LIFE ESTATE
You can give a personal residence to The Pontifical Mission Societies but continue to live in it or rent it out during your lifetime. The property is removed from your taxable estate and you receive an immediate federal income tax deduction.
In addition to these planned giving options, you may make an outright gift of cash, securities, or other liquid assets, which will be put to immediate use at Mission Territories.