|
|
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 | Income for Surviving Spouse
 Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. 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.
 | Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. |
 | Bequests
Joe and Anna have been faithful supporters of Diocese of Allentown. They believe it is important to support and encourage their mission. More on Bequests >>. |
 | 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 >>. |
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.
|
© Copyright 1999-2010 Crescendo Interactive, Inc.
|
|
