Charitable Giving & Estate Planning
As Christ followers, we want to make a positive impact now and for the future. But what impact will we make as we pass our values and valuables to the next generation? No matter what stage of life you’re in, it’s never too soon to begin thinking about your legacy.
CHI St. Joseph’s Health can help you get started. Through a relationship we’ve established with The Giving Crowd, we have made a tool available to you called My Legacy Planner. This is an online platform that allows individuals and families to answer basic questions related to their estate plan in the comfort and privacy of their own home. This tool, which is fully encrypted, produces a summary of net worth and tax liabilities. It then illustrates three charitable options designed to reduce taxes and increase philanthropic impact. You can then print a summary document to take to their attorney or financial advisor for implementation.
Using the tool costs nothing and is completely confidential. We will know that you used the system, which is important to us so that we can say “thank you” and get your feedback. Otherwise, all the information you enter is hidden from us.
You can get started by clicking here: https://www.catholichealthparkrapids.mylegacyhq.com/
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