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Creating a Giving Plan from Life to Legacy

Webinar Summary

Learn simple ways to transform your charitable giving and the help it can provide your Catholic community. You can learn tools and methods to turn a modest gift into a substantial legacy that will bless the Catholic parish or charity of your choice.

Guest speaker Robert Heuermann, Executive Director of the Catholic United Financial Foundation will explain how to structure your plan so your charitable intentions are protected.

The information in this presentation is based on our understanding of the laws and regulations currently in effect. Catholic United Financial is not permitted to provide legal or tax advice.
Consult your personal legal or tax advisor with questions about your specific situation.