Planned Giving
Planned Giving: It’s about Planning!
Most people are curious about estate planning. They know that it is something they should devote time and energy to understanding, but they’re hesitant to take action because the process seems so intimidating. This hesitation is really a decision to take the risk of letting someone else decide where your assets should go, without regard to your hopes and dreams. That’s not a risk many care to take.
Take time to reflect upon what you want to tell future generations about yourself and those you care about. Then, speak with us and your financial advisor about charitable plans that might help you put those thoughts into action. Whatever form of giving you may decide to pursue, rest assured that your contribution will offer you the lasting satisfaction of helping others. Please make the extraordinary possible! By preparing men and women to be at the forefront of their chosen fields, as ethical and socially engaged leaders. For information regarding the Cardinal Newman Society, or for answers to your financial and estate planning questions, please contact: Paul Goetz