Planned giving

Planned Giving

Last Updated 4/30/2010 12:29:51 PM


By: Ruth Leigh
charitable giving

Planned giving is a process that provides benefits both to you and the Sisters of Providence. Most planned gifts assist the donor in terms of tax benefits.

Several informative brochures are available to assist you in estate planning. To receive any of these FREE brochures (see below) or for other information about making a planned gift to the Sisters of Providence, please contact:

Sister Joan Zlogar, SP
Planned Giving Manager
Office of Congregational Advancement
1 Sisters of Providence
Saint Mary-of-the-Woods, IN 47876

Phone:  (812) 535-2811
Fax:      (812) 535-1009
E-mail:  jzlogar@spsmw.org

Available Brochures include:

  • 7 Charitable Tax-Wise Moves You Can Make Now
  • Effective Year-End Tax Planning With Charity in Mind
  • Estate and Charitable Planning for Today's Woman
  • Ways to Give
  • 12 Ways a Charitable Gift Annuity May Benefit You
  • The Charitable Gift Annuity: Guaranteed Payments for Life
  • Planning Your Will with Trusts
  • Planning Your Will: Insights and Options
  • Planning Your Will for All It's Worth
  • Augmenting Your Retirement Security: The Deferred-Payment Gift Annuity
 

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