Legacy Giving: Planned Giving and Major Gifts

Planned or Legacy giving is for those who leave a legacy to ASONA through a will or living trust, a charitable gift annuity, a retirement plan or life insurance policy.

Your gift ensures that your legacy of Christian caring and outreach will continue beyond your lifetime, here in Arizona, and around the world. There are many ways to remember ASONA in your estate plan. After you have provided for your loved ones, whatever you designate to ASONA will go to advancing our mission in accordance with our Mission Statement. Your gift will not only help ASONA grow, but will allow ASONA to continue to processes and programs that have benefited multitudes around the state, and around the world.

Benefits for Donors

• Planned gifts allow donors to create lasting legacies and impact on the missions that they care about and/or have been meaningful for their families.
• These donations are also highly flexible, giving donors the option of designating specific purposes for the funds and updating their instructions over time.
• Planned gifts often also bring significant tax benefits for donors, usually relating to estate taxes, which can be a major motivator for some. However, the exact tax implications of planned gifts can vary widely, so it’s crucial to avoid giving donors explicit advice and instead direct them to professionals to confirm the specifics.

Whether you use cash or other assets, such as real estate, securities or a life insurance policy, the benefits of charitable planning through ASONA can make this type of giving beneficial for you. Popular non-cash gift options include: Grants from donor-advised funds, donations of real estate, gifts of private or public stock or mutual funds, gifts of cryptocurrency.

As always, pray deeply about this decision. This sets a permanent legacy to your giving.

See Fr. John about joining the ASONA Legacy Society.