What is planned giving? It is a gift that you plan to give after your death to the church or other charitable entity. A planned gift can involve your assets like stocks, IRAs, or life insurance.
Rockland Trust’s Financial Education Officer Julie Beckham and Bill Logan from the Investment Management Group share about Planned Giving in our recorded session below.
If you have any questions, please reach out to:
| Debbie Bowman (Chairperson of Endowment Trustees) | deb@act-cpa.com |
| Pastor Jeff Kardisco | pastor@brocktonucc.org |
Click on the video below to watch and learn more:
