Explore the answers to some common planned giving questions below.
If you have additional questions, contact us at 574.935.1725.
Is it difficult to make a planned gift?
Not at all! You can easily create a gift through your will, retirement account or similar planned giving method. Contact us today, and we’re happy to help provide the information you need.
Is there a minimum gift amount to create a planned gift?
No, a planned gift can be any size, from $1,000 to tens of millions. Planned gifts are just like their givers: They are all different with different stories, but all gifts help build a brighter future for Lindenwood Retreat & Conference Center.
When is a good time to start thinking about planned gifts?
You can make a planned gift at any age! It is important for individuals in all stages of life, whether you just graduated from college or have been retired for years, to have an estate plan specifying who will receive your assets and handle any expenses after your lifetime. Including a gift for Lindenwood in your estate plans is a great way to support your passions even if you don’t have the resources to give today.
Who should I designate my gift to?
All gifts should be designated to Lindenwood Retreat & Conference Center. This will ensure that your gift can be used as soon as possible to benefit Lindenwood.
How will the Foundation know where to use my gift?
A gift for Lindenwood should reflect your interests, dreams, and legacy. We will work with you to create a gift agreement that designates the specific areas of Lindenwood you want to benefit. This is a fun process in which you can reacquaint yourself with our mission and learn more about existing or new programs that support your passions.
Can my gift be anonymous?
Yes, we are happy to work with you to ensure you remain as anonymous as you wish.
Does Lindenwood need a copy of my estate plan?
It is helpful for our records if you are willing to share the pertinent page from your will or trust with us. However, it is not required, so you can just as easily make a gift if you do not feel comfortable sharing your documents.
What if I change my mind later or my financial situation changes?
Many planned giving methods, such as a bequest or a beneficiary designation gift, are revocable, which means you can easily make changes to your gift in the future.
I have already included PHJC Foundation in my estate plans. What’s the next step?
Thank you for your support of Lindenwood Retreat & Conference Center! Please contact us and inform us of your intentions. You can contact us at jgilley@poorhandmaids.org or at 574.935.1725.
