St. Charles Borromeo Parish is a registered 501(c)(3) organization in Missouri.

Planned gifts make it possible to share more than just income. After you have provided for your family and loved ones, consider:

An outright gift now (especially assets that aren’t being used)

• A charitable distribution from your IRA
• Appreciated stock or other securities
• Grain or livestock
• Assets that can be sold: real estate, tangible personal property, a paid-up life insurance policy.

Gifts in the future that cost you little or nothing during your lifetime

• A bequest in your will or a trust
• A designation of your retirement plan or a gift of a life insurance

Gifts in the future that earn you income during your lifetime

• Charitable Gift Annuity
• Charitable Remainder Trust

Please consult with your own attorney and other professional advisors regarding your personal tax and financial situation.

Planned Giving Forms