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Creating a Giving Plan from Life to Legacy

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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. Worried about debt or medical bills eating away your estate, leaving nothing left for charitable giving? We can help you secure a legacy.

Robert Heuermann, Executive Director of the Catholic United Financial Foundation, will present.

Nothing is sold during this webinar. For educational purposes only. Webinar is about one hour in length.

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