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Planned Giving

5 Steps to a Better Estate Plan

By planning your estate now, you create a legacy that reflects your preferences. You can do this by creating a secure future for your loved ones and also ensuring your support for the places, people and causes close to your heart.

Here are 5 simple ways that ensure your estate plan reflects your desires.

Read more . . .

And, for additional information concerning Diocese of Baton Rouge Planned Giving options, please visit the “Plan My Legacy” page through the Office of Stewardship website: 
http://officeofstewardship.planmylegacy.org

5 Steps to a Better Estate Plan

By planning your estate now, you create a legacy that reflects your preferences. You can do this by creating a secure future for your loved ones and also ensuring your support for the places, people and causes close to your heart.

Here are 5 simple ways that ensure your estate plan reflects your desires.

1.Make the most of what youMeet with qualified professionals to form a financial and giving plan that satisfies your needs and meets your goals.

2.Protect family and lovedKeep loved ones safe by making sure your estate plan is up-to-date. It should be reviewed regularly for changes in personal relationships, tax laws, births, deaths and states of residence.

3.Be tax-Don’t let taxes place a burden on your family, with careful planning now, you can get the most out of your estate plan.

4.Make sure your wishes areUse the services of a qualified estate planning attorney to draw up your will and other legal documents, ensuring that your wishes are clearly stated so there are no misunderstandings.

5.Continue helping others after yourGifts to charitable organizations, such as the Catholic Diocese of Baton Rouge, in your future plans ensure your support for our work continues even after your lifetime.

Make the Catholic Diocese of Baton Rouge a Part of Your Plans

Want to learn more about including a gift to the Catholic Diocese of Baton Rouge in your future plans? Contact Tammy V. Abshire, CFRE at  This email address is being protected from spambots. You need JavaScript enabled to view it.  or 225-242-0108 to help you get started.

Stewardship Today is a monthly devotional newsletter designed to assist Catholics everywhere in developing a greater understanding of the role of stewardship in everyday life.
All we are, and all we possess, are gifts from God for our use and for the blessing of others. Through wise stewardship, we invest our time, our talents and our treasures to the glory of God.

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