Planned Gifts

A planned gift is a charitable gift that requires significantly more thought and planning than a simple gift of cash or securities.  Planned gifts also include charitable gifts that affect the donor’s estate planning such as bequests in wills, estate designation from a trust, life insurance policies or retirement accounts.  A planned gift could also be a gift of real estate or mineral interests. 

All planned gifts must be approved by the Board of Trustees to insure no liability is incurred by the Foundation with the acceptance of the gift.  Donors of planned gifts are encouraged to consult their attorney and financial advisor prior to making a gift. Please contact Steve McKay at 325-651-7500 or smckay@sanangelodiocese.org  for additional information about a planned gift. 

 

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