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What to Give
Estate planning allows for the orderly distribution of your assets and property according to your wishes. One of the most satisfying aspects of estate planning is leaving a legacy by providing financial support to the charitable organizations closest to your heart.
Gifts of Cash
Making a cash donation is as simple as writing a check or authorizing a charge on your credit card. From your standpoint, it's no fuss, no bother. Find out how The Catholic Foundation can put your contribution to work without delay.
Gifts of Securities
Stock that has increased in value is one of the most popular assets used for charitable giving, once it has been held for a minimum of a year. Making a gift of securities to The Catholic Foundation offers you the chance to help our organization while realizing many important benefits for yourself including no capital gains tax.
Gifts of Retirement Plan Assets
If you're like many Americans, your financial future will likely revolve around your retirement plan assets. To maximize the value of a retirement account, consider making a lifetime gift of its after-tax values to a tax-exempt deferred giving plan.
Gifts of Savings Bonds
Savings bonds—likely the nation's most widely held appreciated asset—represent major assets that may have stopped growing and are now collecting dust, just waiting to be put to use. A tax-wise use for your appreciated savings bonds is to support a cause you care about.
Gifts of Real Estate
Using real estate, such as your house, farm, or commercial property, to fund a gift allows you to preserve your cash assets, receive significant tax and income advantages, and make a larger charitable gift than anticipated.
Gifts of Closely Held Stock
A donation of your closely held stock can be a fine way for you to make a sizable charitable contribution while realizing valuable tax benefits.
Gifts of Life Insurance
Donating your life insurance could be a wonderful way to fulfill your desire to support our work. By making The Catholic Foundation the beneficiary of an existing policy, you make good use of your resources and expand your ability to make a significant gift.
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The Catholic Foundation •
305 7th Avenue North, Suite 104 •
Saint Cloud, Minnesota 56303
(320) 258-0390 • fax (320) 258-0392
©2009 The Catholic Foundation. All rights reserved. Last modified
October 20, 2009.
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