HOW TO CREATE A LEGACY GIFT
Step 1: Prayerfully determine your legacy priorities –loved ones, Saint Boniface and other institutions; and determine your current financial situation and future financial needs.
Step 2: Review the types of gifts to become familiar with the various legacy giving vehicles, and see which are suited to meeting your financial needs and priorities.
Step 3: Pull together your financial and planning information –bank and brokerage accounts, stock holdings, real estate information, insurance policies, IRAs; and lists of family, friends and institutions you wish to continue supporting.
Step 4: Meet with a professional advisor to design your gift plans.
Step 5: Advise your loved ones and Saint Boniface of your plans.
To download a copy of our Legacy Planning Guide click here.
To download a copy of our Declaration of Intent click here.

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