What is Planned Giving?

Planned gifts – also referred to as legacy gifts - are generally deferred gifts that come from accumulated assets.  They are most often received on the death of a donor, but not always.  Many are larger gifts than the donor would normally make through their annual giving.  

A choice to leave this type of gift is not a spur of the moment decision.  Donors make a commitment after careful consideration.  This may include:

  • The legacy they wish to leave of the importance of faith in their lives
  • Discernment as to charities or causes that have positively impacted them or their loved ones
  • Belief in the importance of the mission of the charity, and their trust it willuse their generosity in the fulfillment of that mission
  • Prayer and consultation with family.

Gifts can come in the form of bequests in Wills, life insurance policies, endowment funds, publicly traded securities, real estate and other assets.  Most are deferred gifts, but a few can be outright donations, where the donor is able to witness their legacy in action.  What they all have in common is a goal of seeing the good works of the Star of the North Retreat House continue for future generations.

If you have arranged for one of these gifts, please let us know, as we would appreciate having the opportunity to thank you.  Contact Lucie Leduc, Executive Director, at (780)459-5511.

The Star of the North Retreat House was established by the Oblates of Mary Immaculate in 1953.  Your support through a planned gift will help insure that both the programs and services offered by the Star of the North and the legacy of the Oblates remain an important part of our community and its history.

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