Planned Giving

Welcome to Rebecca's Recipes for Planning Gifts!

You Can Use Your Stock to Make More Than Soup!

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 can be as simple transferrring appreciated assets or they can involve various strategies, used either currently or through your will, that can save you taxes and impact your financial future while providing for your family and the charitable missions you're passionate about. 

Want to learn more? Start by downloading our free PDF Techniques for Planning a Successful Will.

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 a calculator to determine various gifts' benefits.

In Fact For Advisors you will find 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 and read how gift planning has helped them achieve their goals. 

And of course, I invite you to Meet Our Staff. Kristen and I are 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!