Coming August 9th ………The fundamentals of estate planning
Holy Spirit Newman Hall parishioners, young and old: Learn how to create a plan to pass your wealth, wisdom, and values to your loved ones in the most efficient and meaningful way possible.
This presentation by Jubilee Menzies will cover the fundamentals of estate planning, including
— Revocable Living Trusts — Wills. — Durable Powers of Attorney, and — Advance Healthcare Directives.
Jubilee Menzies, a senior estate planning attorney at Von Rock Law, brings over 15 years of legal experience in trusts and estates, probate, and advocacy for children and families. She holds a J.D. and M.Ed. from Boston College and is a California licensed attorney and credentialed bilingual educator. The presentation is completely free and involves no obligation. Entirely educational, the presentation is specifically tailored to our concerns and perspectives as a Catholic parish. Join us for an informative time together on August 9, 3pm to 4:30pm
PLANNED GIVING
Our parishioners' weekly and monthly financial generosity is deeply appreciated and is what has kept Newman the vibrant and active faith community it has been for over a hundred years. Your giving has now provided generations of Cal students a spiritual home, a place of rest and recreation and contributed to their faith formation as the future of the Church.
Extending this support into the future for the next generation of Newman parishioners and Catholic students at the University of California is the purpose of planned giving.
Click below to explore the three major ways you can make a commitment to the long-term financial stability of Newman, and feel free to contact Rob Hopcke or Arthur Guimaraes on our Parish Advancement Team at 510-848-7812 or via email at giving@calnewman.org for any questions or for more information.
The Newman Legacy Society
All parishioners who include Holy Spirit Newman Hall in their planned giving automatically become members of "The Newman Legacy Society" and will receive a small lapel pin in thanks: our way of honoring you for your generosity to the future of the Church and a way you can witness to your legacy.
As a Catholics, our devotion to the community of the saints and the souls of the faithful departed is a central aspect of our faith, and so any and all gifts you make can be donated in the memory of a loved one, or in honor of a particular academic class, and these all can be acknowledged publicly, if you so desire, or kept anonymous--your wishes will be respected.
Disclaimer: Everyone's financial, tax, and legal situation is different, so the above information is provided solely for your general consideration. All decisions concerning planned giving to Newman should be undertaken after a review and consultation with a financial, tax or legal professional familiar with your particular needs.
Holy Spirit Newman Hall is 501(c)3 public charity. Tax ID: 94-1167411