Planned Giving Seminar

Join Us!

Tuesday, May 23, 2017

8:30 AM – 11:00 AM

Parish Activity Center, St. Lucy Parish

2350 Winchester Blvd, Campbell, CA 95008

Continental breakfast will be provided

Please join us for this opportunity to be inspired about the possibilities for planned giving at your parish or school. We will offer tools and ideas for developing a new program to help you benefit fully from planned gifts.

Why Should You Think About Planned Gifts?

  • Planned gifts are an important part of any organization’s financial plan.
  • If you aren’t asking for planned gifts, someone else surely is!
  • Planned gifts don’t affect your normal cash flow and a typical planned gift is two to three times the size of the donor’s annual gift.
  • We are about to witness the largest wealth transfer in history, so don’t miss this opportunity!

Who Should Attend?

Pastors, Parochial Vicars, Business Managers, Finance Chairs, School Principals, School Development Staff, Parish Administrators, Parish Legacy Champions, and any appropriate representatives.

Please RSVP to the Foundation 

408.995.5219 or email wilkinson@cfoscc.org

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Our Speakers Include

Bishop Patrick J. McGrath

Bishop Patrick J. McGrath

Bishop of the Diocese of San Jose

Bill Marsella, M.S.W.

Bill Marsella, M.S.W.

Director of Partner Relations, Catholic Community Foundation of Minnesota

Rev. Mark Arnzen

Rev. Mark Arnzen

Pastor, St. Lucy Parish

James P. Cashman

James P. Cashman

Attorney, Berliner Cohen

Raymond J. Triplett

Raymond J. Triplett

President & CEO, Triplett Financial & Insurance Services LLC

Mary Quilici Aumack

Mary Quilici Aumack

Executive Director, The Catholic Community Foundation of Santa Clara County

What is an Endowment?

An endowment is a permanent fund invested to produce income for a specific purpose. The principal remains untouched; only the income it generates is used. Since endowments are maintained forever, a gift to an endowment is truly a gift that continues forever. Through the endowment, you are providing for future generations. Imagine knowing that because of your decision today, the beneficiary of the endowment will receive a grant every year, even beyond 100 years from now.