A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Sacred Heart Southern Missions.
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Sacred Heart Southern Missions.
A charitable gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities.
A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to Sacred Heart Southern Missions. The charitable remainder unitrust is highly flexible. You can easily make gifts of assets that are not easily converted to cash using the unitrust. If your unitrust grows, your payments will grow too, providing a potential hedge against inflation.
You can now make a Qualified Charitable Distribution in exchange for a charitable gift annuity and receive fixed income for life.