During the month of April, we will focus on Planned Giving here at the Church of The Holy Spirit. Posters describing Planned Giving will be on display on the Bulletin Board in the Parish Hall and members of the Planned Giving Committee will be available to answer your questions. Please stop by and “see what we have for you.”
Since the founding of our church in 1933, many parishioners have supported our church with their time, talent, and financial gifts. Now it’s time to plan ahead to serve as Bridge Builders to support future generations of our church just as we are doing for our own family. The future belongs to our family members and others who will follow us at The Church of the Holy Spirit and here on Cape Cod.
With the tax season here, will you take the next step and consider creating a “Family Legacy Plan”? Do you have a Will and a Trust and is it up to date? What about your Power of Attorney documents? Are your named beneficiaries, primary and contingent up to date? Have you considered a Charitable Gift Annuity with a guaranteed life income? Have you scheduled a family meeting to review a “Family Legacy Plan” with members of your family?
Although members of the Planned Giving Committee cannot provide legal or investment advice you may find it helpful to review the Family Legacy Worksheets at our church web site (www.holyspiritorleans.org) “Get Involved, Planned Giving.” Or stop by the Planned Giving Display in the Parish Hall during the month of April for a copy of the worksheets.
Remember, you can always forward questions to members of the Planned Giving Committee by email to firstname.lastname@example.org Attention: Planned Giving, or call the parish office at 508-255-0433.