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How to Prepare a Gift to the Catholic Foundation of Northcentral Indiana, Inc. The steps involved in preparing to make a gift vary in terms of specifics from person to person and from the type of gift being considered. However, the following is intended to provide you with a general outline of necessary actions needed: Contact the Pastoral Office for Stewardship & Development Review the giving options Meet with your attorney, financial planner, accountant Develop a draft of the giving document Implement your giving plan Meet with Development Office:The development office will review options, forms and necessary steps with you and provide you with a packet of information describing various giving options. Review Giving Options: The diocese offers a variety of giving options and programs. These include Stewardship, Planned Giving, and the Catholic Foundation of Northcentral Indiana Meet With Your Financial Consultant: This is an important meeting. Your financial consult will help you review the options provided by the diocese against your particular financial plan for giving. To view and print of copy of the language your attorney will need click here. Develop a Draft: Using the language and forms provided by the diocese, you can develop your plan for supporting the diocese. Language here is critical. The draft will be converted to a legal document and your plan will be formalized. Implement Your Plan: Realize the benefits of contribution as you join with others to help fulfill the mission of the diocese. |
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The ministries of our diocese and this web site are made possible through the generosity of Fruitful Harvest donors. Thank you! ©2008 Diocese of Lafayette-in-Indiana |