Publications, Reports & Topics

Parishes: Sacred Heart Church - Eagle Grove Parent Family Endowment CASE STUDY

Are you ready to plan your will or trust? We would like to give you a FREE Will Planning Guide. This helpful information may enable you to successfully plan your will/estate and avoid an accidental disinheritance. You may also ask a question in the comments section. Then plan to use our Will Planning Guide to record your family information and your estate distribution plans.

There are several topics on which we can present that your social, philanthropic or church group may find beneficial. These include:

• CFAD & Benefits to Individuals & Their Favorite Catholic Organizations
• Catholic Giving Circles
• Will Planning and Legacy Giving
• Ways to Give, Including from IRAs
• Ways to Build Your Charity, Including Donor Advised Funds and Endowments