Estate Planning

Estate Planning is the integration of personal, financial and estate planning goals with lifetime or testamentary charitable giving. It is an opportunity for charitable giving in circumstances that may not otherwise allow a donor to make a gift to charity. Many people desire to benefit charity but are unable to donate property while they are alive. For example, a donor may have property that is needed during life to cover living expenses or rising health care costs. A donor can retain ownership and use of property during life and still benefit charity by leaving it to charity at death. A donor can leave property to charity by including a bequest in his or her will or trust. Property that passes by a beneficiary designation (such as individual retirement accounts) can be left by designating the charity as a beneficiary.

The Diocese of San Jose offers guidance to donors who wish to be part of out Planned Giving Program. The guide below provides all the detail that you need to make a gift. In addition, many parishes offer seminars and workshops to facilitate the program. Contact Bill Matthews (408)983-0244 for additional information.

Financial and Charitable Planning Guide

--- NOTE: While every effort is made to provide accurate data, none of the persons named in these pages nor the Diocese of San Jose guarantees the accuracy of the data presented here. The user of this information is solely responsible for determining and verifying the accuracy of the data presented here and how it is used by the reader. This information is provided solely as a resource.