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Gifts That Protect Your Assets

Increased income may not be your primary objective. Instead, you may be wondering how you will deal with some highly appreciated property or a growing family business as your needs and lifestyle change. Will taxes consume much of the value that you have worked so hard to grow? Will anything be left for you and your family?

We have several options that help you meet your personal planning goals, save on taxes, and make a gift to the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry, at the same time.

The Benefits

Here are some of the benefits you can take advantage of:

Popular Giving Arrangements

Retained Life Estate
Your home is your biggest asset. How can you make a gift the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry and continue living there? Learn more about a Retained Life Estate.

Charitable Lead Trust
Your hard work has paid off and your business is growing. How can you preserve some of its value for your family? Learn more about a Charitable Lead Trust.

We can show you creative ways to use your assets to benefit your favorite parish, school, or ministry, through the Roman Catholic Foundation of Eastern Missouri, while at the same time preserving the benefits of those assets for you and your family