Welcome to Rebecca's Recipes for Planning Gifts!
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Welcome to Rebecca's Recipes for Planning Gifts!


Begin your year-end planning now!

 

I've created this easy-to-understand Website to help you to "cook up" ideas about your future, and possibly ours.

“Planned Giving” is the name used for any charitable gift requiring forethought and planning that may affect your current financial and/or future resources. Planned gifts involve various strategies that can save on taxes or increase your income. They offer opportunities to provide for yourself and/or your family while also supporting the charitable missions you're passionate about, now and in the future. 

Want to learn more? Start by downloading our free PDF Directions.

Here's what else you'll find on my site:

Personal Planning Ideas contains regularly updated essential articles for your and your family's future. Gift Planning Strategies offers information about the best assets to give and when and how to give them. Want to dig deeper? Planning Resources defines terms, offers in-depth lessons, and even provides a calculator to determine various gifts' benefits.

In Facts For Advisors you will find our tax ID number, Catholic Charities' bequest language, and information about how to make a gift of securities. The volunteer members of Catholic Charities’ Planned Giving Advisory Committee help guide our program.

Catholic Charities' work would not be possible without the generous support of people like you. I invite you to Meet our Donors to learn how gift planning has helped them achieve their goals. 

Finally, I encourage you to visit Meet Our Staff. I can be reached at 410-625-8488 and am always available to assist you, with no obligation.

Thank you for visiting “Rebecca’s Recipes for Planning Gifts.”  Your generosity and forethought will help your neighbors in need into the future.

Bon Appetit!

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