As you navigate the important decisions involved in estate planning, organizing your finances, and preparing for the future, it is essential to have access to thorough and practical information. The resources below are designed to support you as you consider your options, provide for loved ones, reduce potential tax consequences, and create a meaningful legacy of your faith through charitable giving. In addition, you will find tools to assist with advance planning for a funeral or memorial service, ensuring your wishes are honored and your final arrangements are carried out as you desire.
Guides and Checklists
- Peace of Mind Checklist: A comprehensive checklist to help you organize your affairs and ensure all important aspects of your estate and future needs are considered.
- Funeral Checklist: A practical guide for advance planning of a funeral or memorial service. This checklist can help make sure your final wishes are understood and fulfilled.
Endowment & Investment Information
- Endowment Brochure: An overview of endowment options and the benefits of establishing a charitable legacy.
- Endowment Policy: Detailed information about how endowments are managed and what policies govern their use.
- Investment Policy: An explanation of the guidelines and principles that direct the investment of endowed funds.
- Legacy Tree: Information and form on how to add your name to the Legacy Tree in the BSPC Narthex.
