The Planned Giving Office provides crucial support to the Archdiocese, our parishes, schools and ministries by enabling philanthropic individuals to make major gifts through their overall financial and/or estate plans. As a part of the overall Development Department, we help donors with a variety of planned giving options including: bequests in a will or trust, gifts of personal property, retirement assets, real estate, retained life estates, life insurance, charitable gift annuities, charitable remainder trusts, and charitable lead trusts.
Our office also provides Estate Planning Seminars throughout the ADLA and are free and open to the public. These seminars are conducted at the parishes by our staff and volunteer attorneys, financial advisors and tax professionals and offer general information on how to begin an estate plan, the components of a plan, and how structuring your plan can affect loved ones, taxes and charities. The seminars also include information on Catholic teaching on Advance Healthcare Directives, provides forms needed to begin planning and a certificate for a free consultation with our legal and financial advisors.
Donors who make a planned gift to any ADLA ministry become members of The Legacy Society. Members in the society receive a certificate of membership and letter from the Archbishop, a member pin and invitations to special events. We invite you to become a member of The Legacy Society today!