When the development officer for St. Patrick’s Catholic Church and Archbishop Bergan Catholic Schools in Fremont read in an article that some people who are preparing their wills and estates aren’t asked about giving to charities, he decided to do something about it — at least locally.
“That was alarming for me,” he said. “So I went to some people who I knew who were involved in planned giving and charities and asked if they had the same reaction that I had.”
When he found out that he wasn’t the only one to have a nerve struck by information in the article, he got about 10 people together to meet on a regular basis and develop seminars to train people who work in estate planning and planned giving."
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