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Trusts were once considered a financial-planning tool only
for the very wealthy. Today financial planning seminars point
to the advantages of trusts for people of even modest means.
Trusts, annuities, and bequests are some of the ways to give
a deferred gift.
You may wish to make a significant gift to the Jesuit Retreat
Center of Los Altos, but hesitate out of concern that you
will need the funds for other purposes. Through planned or
deferred gifts, you need not choose between charitable giving
and not giving. You can make a gift that benefits The Jesuit
Retreat Center will still providing for yourself or a family
member. In short, you can make a significant gift without
sacrificing other financial needs.
There are different types of trusts and annuities that can
be customized to your specific financial requirements. Call
Fr. Tom Carroll, S.J., 650-917-4049, if you would like
to know more about this gift opportunity.
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