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Welcome to the Diocese of Allentown
Gift Planning Website
Thank you for taking the time to explore the benefits of gift planning.
We encourage you to visit our website often as it will provide you with relevant and helpful information. Using this website, you will discover advanced planning strategies that can save your estate thousands of dollars, while providing generously for your family and for the work of the apostolates and ministries of the Diocese of Allentown.
Each time you visit, you will notice changing content and periodic new information. We invite you to review the weekly article, donor stories, and experiment with the gift calculator. Our free donor eNewsletter goes out quarterly and features topics of interest including life-income plans, stocks, bonds, retirement, taxes and much more.
 Barbara Ann Shotwell Program Manager  James S. Friend, Jr. Director of Development
Please contact us with any of your estate planning questions. We hope you enjoy the site and come back to visit us often!
| Personal Planner | Perils of Probate
 Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ... |
Do You Have a Large IRA that Continues to Grow?
If you are over age 70½, you can rollover up to $100,000 annually from your IRA to Westmont. These gifts can be made tax-free and will help balance your IRA value with other estate assets. Depending upon your income level, there may be additional income tax benefits. Contact us at jfriend@allentowndiocese.org to have a conversation about this wonderful opportunity. To read more, please click here.
Benefits for Your Family and the Diocese of Allentown
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
 | Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
| Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience. |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact jfriend@allentowndiocese.org or bshotwell@allentowndiocese.org.
If you are a professional advisor, you may take the following steps on this site.
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