A planned gift is a contribution that is arranged in the present and allocated at a future date. You do not have to have extraordinary wealth to make a planned gift. Even a small amount can have an impact over time. Some individuals think you must choose between leaving a gift to your family or charity. You can do both! Many planned gifts actually save your loved ones money after you are gone. A simple designation can bring incredible support to your local Catholic community. Whether it is a parish, school, ministry, non-profit, or more, we are confident we can meet your planned giving needs.
The Catholic Community Foundation can help you navigate the complexities of end-of-life planning and help you fulfill the call to be a good steward through our Wills & Trusts Seminars and free guide sessions. These informational meetings are presented by a team of experienced Catholic estate planning attorneys and are designed to assist individuals and their families specifically. In these free meetings, you will learn how to formulate a will or a trust according to your wishes, as well as discover how to help support your parish, school, or nonprofit for generations to come.
Stock
Did you know donations of appreciated securities have substantial tax benefits and are easy to accomplish when working with the Catholic Community Foundation?
Physical Property
Through the Foundation, we can accept all forms of real estate, including land, buildings, and any other physical property, including boats, jewelry, and anything else you can think of!
Life Insurance
By either naming the parish as a beneficiary of your life insurance policy, retirements accounts, or have a policy that has lapsed in its original intent, the parish may be able to benefit.
Wills & Trusts
By including the Catholic Community Foundation in your will or trust, we can ensure your gift is protected and allocated in accordance with your wishes. This includes the establishment of an endowment for your parish.
Closely Held Business Interests
Have a closely held business that you are liquidating, or want to share in the prosperity? The benefitting organization, through the Catholic Community Foundation, can accept interest in partnerships, corporations, and other closely-held businesses.
Retirement Plans
At the age of 72, you are required to begin taking minimum distributions from your retirement accounts. If these are not needed, avoid the tax.
Perpetual Light Society
The Perpetual Light Society serves to promote Catholic philanthropy by recognizing those who have created an everlasting legacy through the Catholic Community Foundation as their giving vehicle through their estate plan as a reflection of their commitment to their faith and their values.
Learn more about how to become a member of the Perpetual Light Society.
Sample Bequest Language
You can make a gift through your will by naming a beneficiary. You decide if it is a specific, a percentage, residual, or contingent amount. When you make a gift through your will, it has no immediate impact on your financial position, and you can modify it at any time. The Sample Bequest Language document provides a sample of what to consider in your messaging.
Learn more today.
Workshops, Resources & Professional Advisors
The Catholic Community Foundation can connect you with professional partners to help you review or create a complete and integrated end of life plan.
Along with these connections, the Foundation hosts various seminars presented by our trusted Professional Advisory Board which includes Attorneys, CPAs, Financial advisors, Trust officers, & Insurance agents.