Archdiocese of San Francisco

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Planned Giving & Estate Planning

One way we express our gratitude to God for abundant blessings is by being good stewards of our assets. Planned giving is the responsibility of every good steward and will manage, preserve, and disburse your assets according to your wishes during your lifetime, in an emergency situation and at death. The benefit of planned giving is that you control your possessions and leave a legacy to show the importance you place on your family, your friends and your Church.

The Archdiocese offers a number of planned giving options, to the benefit of the donor and a parish or the Archdiocese:

• A Charitable Bequest in a Will or Living Trust

• A Charitable Remainder Trust

• Beneficiary Designations For IRAs, Pension Plans or Life Insurance Policies

Each of these options offers an opportunity for you to take care of those who mean the most to you – family, friends and the Church.

We offer a variety of ways to learn how you can be a good steward of your assets through planned giving:

• Attend a Planned Giving Seminar

• Request a Planned Giving Kit

• Contact the Archdiocesan Office of Development

We also hope that, after taking care of your loved ones, you will consider being a partner with your parish or the Archdiocese by leaving a legacy gift, such as a bequest of 1% of your estate. A gift like this can help many people grow in their faith for many years.

For More Information Regarding Planned Giving: Please contact the Archdiocesan Office of Development at (415) 614-5580 or development@sfarchdiocese.org.

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