Planned giving can be a way to reduce or avoid estate and inheritance taxes and help to assure long-term charitable giving to St. Marcus. There are many vehicles through which a planned gift can be made. Bequests, life insurance policies, individual retirement accounts (IRA’s), and charitable trusts are all popular methods. Donors are encouraged to consult their financial or legal advisors when considering these types of gifts.
Please contact Christine Safranek, Director of Mission Advancement at firstname.lastname@example.org or 414-750-6498 to discuss ways that your financial planning can benefit both you and St. Marcus.
St. Marcus was honored to be a beneficiary of the Gamm trust, which will be used for capital and expansion projects and long-term sustainability to ensure future flexibility and strength in ministry. Read more about the Gamm family story and consider how you can prepare your legacy today.