Planned Giving

Serra relies on the generous support from our entire community each year. In preparation for a strong future, planned giving is an option that is accompanied with many tax benefits that allows donors to provide for their families first and also ensure a bring future for Serra. Often misconstrued, planned giving is not an option reserved for the wealthy. Rather, planned giving is an option for all who are mindful of their financial resources and invested in planning for the families' futures.

There are a number of ways that families can participate in our planned giving program and become part of the Father Serra Heritage Society. For more information, please click here.

If you have already included Serra in your estate plan, will, or trust, please let us know so that we can acknowledge your generosity and include you in our Father Serra Heritage Society. For more information, please contact Assistant Advancement Director Neil Muller.