{"id":4944,"date":"2021-03-12T13:11:36","date_gmt":"2021-03-12T18:11:36","guid":{"rendered":"https:\/\/combonimissionaries.org\/?page_id=4944"},"modified":"2025-04-23T09:37:00","modified_gmt":"2025-04-23T14:37:00","slug":"planned-giving","status":"publish","type":"page","link":"https:\/\/combonimissionaries.org\/planned-giving\/","title":{"rendered":"Planned Giving"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;||38px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;35px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Planned Giving<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;2px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_divider color=&#8221;#ffba5a&#8221; divider_weight=&#8221;3px&#8221; _builder_version=&#8221;4.16&#8243; max_width=&#8221;80px&#8221; height=&#8221;3px&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;top&#8221; animation_intensity_slide=&#8221;20%&#8221; animation_starting_opacity=&#8221;100%&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>The greatest benefit of making a planned gift is your partnership in the mission of the Comboni Missionaries.<\/p>\n<ul>\n<li>You help lay the foundation upon which we are building up the church in Africa, Latin America, Asia, and a number of Hispanic communities in North America.<\/li>\n<li>Creating or revising your estate plans perpetuates the values you hold close to your heart during your lifetime.<\/li>\n<li>Most people can never do as much as they would like for their favorite cause during their lifetimes but everyone can do something through their will.<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;35px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Commonly Used Planned Gifts<\/h1>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;#ffba5a&#8221; divider_weight=&#8221;3px&#8221; _builder_version=&#8221;4.16&#8243; max_width=&#8221;80px&#8221; height=&#8221;3px&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;top&#8221; animation_intensity_slide=&#8221;20%&#8221; animation_starting_opacity=&#8221;100%&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;3_4,1_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;2px||60px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||0px|||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4><span style=\"text-decoration: underline;\"><strong>Will<\/strong><\/span><\/h4>\n<p>Providing in your will a bequest of cash, securities, or personal property to the Comboni Missionaries is the most common type of estate gift. Such gifts are not subject to federal estate tax.<\/p>\n<ul>\n<li>Specific bequest: After the final expenses are carefully met, the Comboni Missionaries receive a restricted gift. For example, cash or stock.<\/li>\n<li>Percentage bequest: After the final expenses are paid and the specific bequests are made the Comboni Missionaries received a percentage of the adjusted gross estate.<\/li>\n<li>Residual bequest: After all expenses and specific bequests are satisfied, the Comboni Missionaries receive all or a portion of the remaining assets.<\/li>\n<li>Contingency bequest: If it is not possible to meet one of the primary intentions of your will, for example, if your spouse passes away before you, the Comboni Missionaries receive the remainder of your estate.<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||14px|||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4><span style=\"text-decoration: underline;\"><strong>Life Insurance or Retirement Benefits<\/strong><\/span><\/h4>\n<p>The Comboni Mississionaries may be designated as the beneficiary of a life insurance policy or a retirement plan. The income taxes which would otherwise be payable due to distribution after your death on retirement benefits are completely avoided if such benefits are payable to the Comboni Missionaries.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;15px|||||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding=&#8221;12px|||||&#8221;]<\/p>\n<h4><strong><span style=\"text-decoration: underline;\">Charitable Remainder Trusts<\/span><\/strong><\/h4>\n<p>Establishing an irrevocable trust provides an annual income to you or another person for a certain period of time. It is an effective way to make a gift while providing tax savings. Such trusts may also be set up by the donor\u2019s will directing income to another person for life or a period of years followed by the principal coming to the Comboni Missionaries.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4><span style=\"text-decoration: underline;\"><strong>Charitable Lead Trusts<\/strong><\/span><\/h4>\n<p>You may choose to set up a trust that pays income annually to the Comboni Missionaries for a fixed period of years. After that time the principal of the trust reverts to you or to another person (often children or grandchildren). The trust can be structured to produce a significant tax saving for your estate. In addition, the trust can be structured and administered so the income paid to the Comboni Missionaries is not taxable to you.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/combonimissionaries.org\/wp-content\/uploads\/2021\/01\/Bro-Juan-Carlos-during-Pandemic.jpg&#8221; alt=&#8221;Bro Salgado Treats a Patient in Chad&#8221; title_text=&#8221;Bro Juan Carlos during Pandemic&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; border_radii=&#8221;on|10px|10px|10px|10px&#8221; box_shadow_style=&#8221;preset1&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_divider show_divider=&#8221;off&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_image src=&#8221;https:\/\/combonimissionaries.org\/wp-content\/uploads\/2020\/02\/P.-R.DiBari.jpg&#8221; title_text=&#8221;P. R.DiBari&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; border_radii=&#8221;on|10px|10px|10px|10px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_accordion _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_accordion_item open=&#8221;on&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h5 style=\"text-align: center;\"><strong>Your attorney and tax advisor should assist you in determining which avenue of giving is best for you and your family.<\/strong><\/h5>\n<p>[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;35px&#8221; custom_margin=&#8221;||11px|||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>Our Legal Name and Address:<\/h3>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;#ffba5a&#8221; divider_weight=&#8221;3px&#8221; _builder_version=&#8221;4.16&#8243; max_width=&#8221;80px&#8221; height=&#8221;3px&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;top&#8221; animation_intensity_slide=&#8221;20%&#8221; animation_starting_opacity=&#8221;100%&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; min_height=&#8221;130.8px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>United States<\/strong>: Comboni Missionaries of the Heart of Jesus, North American Province 1318 Nagel Road, Cincinnati OH, 45255<\/p>\n<p><strong>Canada<\/strong>: Comboni Missionaries of the Heart of Jesus, 148 Madison Avenue South, Kitchener, ON N2G3M6<\/p>\n<p style=\"text-align: center;\"><strong>For More Information please contact Heather Kaufman, Director of Development at: 513-474-4997 or <a href=\"mailto:kaufman@combonimissionaries.org\">kaufman@combonimissionaries.org.<\/a><\/strong><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n<span class=\"et_bloom_bottom_trigger\"><\/span>","protected":false},"excerpt":{"rendered":"<p>Planned GivingThe greatest benefit of making a planned gift is your partnership in the mission of the Comboni Missionaries. You help lay the foundation upon which we are building up [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"give_campaign_id":0,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-4944","page","type-page","status-publish","hentry"],"campaignId":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/combonimissionaries.org\/wp-json\/wp\/v2\/pages\/4944","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/combonimissionaries.org\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/combonimissionaries.org\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/combonimissionaries.org\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/combonimissionaries.org\/wp-json\/wp\/v2\/comments?post=4944"}],"version-history":[{"count":1,"href":"https:\/\/combonimissionaries.org\/wp-json\/wp\/v2\/pages\/4944\/revisions"}],"predecessor-version":[{"id":14297,"href":"https:\/\/combonimissionaries.org\/wp-json\/wp\/v2\/pages\/4944\/revisions\/14297"}],"wp:attachment":[{"href":"https:\/\/combonimissionaries.org\/wp-json\/wp\/v2\/media?parent=4944"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}