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The Office of Planned Giving is a service provided for you by the Seattle Archdiocese.
They can assist you in making planned gifts to the Archdiocese, parishes, and agencies through wills, gifts annuities, charitable remainder trusts, and other appropriate instruments. They also provide wills and basic estate planning seminars at parishes.
We just had them here at Our Lady of Guadalupe this past Thursday 10/13/16 for 2 seminars.
If you were unable to attend or would just like some general information, please email
JoAnne Strom - Joanne.strom@seattlearch.org
Charisse Valtinson - charisse.valtinson@seattlearch.org
or you can always direct questions to Peggy Behnken at the Parish - Peggybe@olgseattle.org
CLICK HERE to be directed to the Archdiocean Planned Giving Page. -
DID YOU KNOW?
You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help continue our work and benefit this year.
Benefits of an IRA charitable rollover
- Avoid taxes on transfers of up to $100,000 from your IRA to our organization
- Satisfy your required minimum distribution (RMD) for the year
- Reduce your taxable income, even if you do not itemize deductions
- Make a gift that is not subject to the 50% deduction limits on charitable gifts
- Help further the work and mission of our organization
How an IRA charitable rollover gift works
- Contact your IRA plan administrator to make a gift from your IRA to us.
- Your IRA funds will be directly transferred to our organization to help continue our important work.
- Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
- Please JoAnne Strom or Charisse Valtinson in the Archdiocean Charitable Giving Office if you wish for your gift to be used for a specific purpose.
Contact us
If you have any questions about an IRA charitable rollover gift, please contact us. We would be happy to assist you and answer any questions you might have.