Parish Endowment Fund Board

An Investment in Faith - Honoring our Legacy

Stewardship Pillar of Formation Offerings

"Give the Gift of Preparedness to Your Loved Ones"

a Catholic Legacy Planning Seminar

“The plans of the mind belong to man, but the answer of the tongue is from the Lord.  All the ways of a man are pure in his own eyes but the Lord weighs the spirit.  Commit your work to the Lord and your plans will be established.” Prov. 16: 1-3

Date:

• Date to be determined - 2nd quarter 2011

Time:

• Time to be determined

Location:

• Parish Social Hall

Agenda:

• TBD, Clergy:  The Church's Teaching on End-of-Life Issues; i.e. cremation, medical directives...; Spirituality as a source of strength amid adversity.
• TBD:  How to Plan a Funeral
• Estate Planning Attorney to be named:  A Christian Guide to Wills and Trusts - i.e. importance of preparing the essential documents of a will/trust. durable power of attorney, heath care surrogacy, a living will, etc.
• John Dombrowski, Grand Canyon Planning Associates, LLC, Parishioner: Considerations for a planned gift that will help the donor, their family and the Church; i.e. tax benefits of charitable giving...
• TBD, Parishioner:  Sharing personal experience of legacy/planned giving.
• Q&A
• Evaluations:  Seminar participants rate the information provided and indicate what follow-up services, if any, they would want to receive.
• Distribution of Seminar Handouts

• Refreshments - Networking

Seminar Takeaway

You will be provided with a take-home binder with valuable information about:

• Catholic teaching on death and dying
• A guide to understanding estate planning documents

• A guide for organizing and locating important documents
• Funeral planning options
• Charitable Giving

Resouce List, i.e.

• Funeral Planning Checklist

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