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Welcome to the Priests of the Sacred Heart Planned Giving web site

The Priests of the Sacred Heart are grateful for your interest in our Congregation and its mission. Since 1878 we have been striving to reflect to the world the compassion and mercy of the Heart of Jesus. Our hope is to serve you with helpful information, and to inspire you to respond to God's love in your life.

A number of our friends support our mission through gift annuities, life income gifts, and other plans. They have told us how their gifts to us also are a benefit to them! Thank you for taking the time to explore the benefits of gift planning.

In gratitude for your faithful support, we invite you to participate in our estate planning education program. This program is designed to provide useful information about preparing your estate, and making decisions about the people and values that are most important to you. This program is completely free, with no obligation on your part. It is one way for us to thank you for your friendship.

Please email your name and address to plannedgiving@poshusa.org to request this three part series.

Wills Guide Presentation

Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.

Benefits For Family and Priests of the Sacred Heart

Many of our friends have assisted our ministries, while attending to their financial needs. They help us, while securing wonderful benefits themselves. Many of these people have increased their income while enjoying tax savings. The following stories are good examples of gift planning. Just click on the picture and you can view each story.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Priests of the Sacred Heart. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000. More on Easy IRA Gift >>.

Setting an Example
George's philosophy on retirement seems to be "If you rest, you will rust." More on Setting an Example >>.

Giving and Receiving
The Priests of the Sacred Heart are grateful for the many friends who support us with their prayers and financial contributions. Anne and Mac have been the epitome of both. More on Giving and Receiving >>.

Savvy Accountant Chooses Sacred Heart Gift Annuity
When an accountant chooses a financial instrument that meets his particular needs, it may be worth consideration for yourself. Joe is a retired accountant who is a long-time friend of the Priests of the Sacred Heart. More on Savvy Accountant Chooses Sacred Heart Gift Annuity >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thank you for visiting us! My staff would be happy to answer any question you may have. Simply click here to email us.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact plannedgiving@poshusa.org.

If you are a professional advisor, you may take the following steps on this site.