Planned Giving
Planned Giving allows individuals to support charities like St. Margaret’s beyond annual donations by incorporating generosity into financial planning. Options include IRAs, insurance policies, trusts, annuities, and will provisions, all of which can provide flexibility while ensuring charitable contributions. Treasurer Andrew Werner and Dave Leber are available to answer questions and provide guidance on tax-saving opportunities, including Required Minimum Distributions (RMDs) for those over 72.










