Planned Giving

​To Make a Gift

 

OUTRIGHT GIFTS

The Catholic Foundation can receive gifts in many forms, including cash, land and other real property, and securities. Visit FAQs , Give Now, or Contact Us for more information.

 

BEQUESTS FROM WILLS

Name your preferred charity, or charities, in your will. You can name a gift amount, but it is more prudent to offer the gift as a percentage of the whole, or a percentage of the remainder after bequests are made to your heirs.

 

BEQUESTS FROM TRUSTS

Charitable Lead Trusts and Charitable Remainder Trusts can provide lifetime income, tax benefits, and the ability to support your favorite charities. Trusts are generally for those of higher wealth. Talk to your advisor about establishing a trust.

 

ESTABLISH AN ENDOWMENT

The Catholic Foundation holds and manages endowed funds to provide gifts into perpetuity from the fund’s investment earnings, while preserving or growing the original fund amount. You can name specific charities to receive the gifts, or tell us the general areas you wish to support (Vocations or Right to Life, for example). You can also name your fund for your family, a loved one, etc.

 

LIFE INSURANCE GIFTS

You may name a charity, or charities, as beneficiary of your whole life insurance policy. If you are still paying monthly premiums, you could be eligible for tax benefits. Be sure to talk to your professional advisor.