SECTION IV: Planned Giving by 4bnW938

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									                        2011 – 2012 PARISH ANNUAL REPORT, ARCHDIOCESE OF SEATTLE


                      SECTION III: PLANNED GIVING
                     PARISH NAME:                 CITY:                 I.D. #:

INSTRUCTIONS: Please provide the following bequest information for each bequest your parish
received during the 2011-2012 fiscal year. For assistance contact JoAnne Strom, Director of Planned
Giving, or Charisse T. Valtinson, Assistant Director of Planned Giving, at (206) 748-7984 or (800) 752-
5902 or via e-mail at plannedgiving@seattlearch.org.

This section will help the Planned Giving Office in several key areas. It provides an accurate reporting
of planned gifts as it impacts the Archdiocese, parishes, parish schools, and other Archdiocesan
entities (i.e., Catholic Community Services and Fulcrum Foundation); it concludes previous
requirements for parishes to submit bequest information and documentation to the Planned Giving
Office; it shows correlation between bequest donors and Wills and Estate Planning Seminar attendees;
and it assists parishes in identifying individuals who may be included in Archdiocesan and/or parish
legacy societies.

Did your parish receive any bequests during the 2011-2012 fiscal year (i.e., parish or parish
school was named as beneficiary of an estate)?  Yes  No

If yes, complete table below – please include First Name, Last Name, and Dollar Amount.


NAME OF ESTATE                                                     AMOUNT OF BEQUEST

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.




SECTION III: PLANNED GIVING                                                                  PAGE 1 OF 1

								
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