Four Ways To Leave A Legacy
DIRECT BEQUESTS
A gift in your will can be directed to your parish or school endowment fund. Simply bequeath a specific sum of money or choose to leave a percentage of your estate or the balance remaining after the bequests are made to your heirs.
FAMILY ENDOWMENTS
A endowment protects the principal of your gifts. Annual distributions are made in your family’s name to your parish or the charitable organization of your choice for your intended purpose.
LIFE INCOME PLANS
In addition to a will, you may want to consider a trust or gift annuity. In exchange for your gift, you will receive a lifetime income, tax benefits and the ability select the charities to benefit from your gift - such as your parish, school, or endowment fund. Contact The Catholic Foundation to discuss options to fulfill your goals.
MEMORIAL FUNDS
You can establish a memorial fund in your family name or that of another person, with the income to be used as you direct. The principal will be invested and will continue to provide support to your parish or other Catholic ministries.
