Leave a Planned Gift
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.
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A well thought out will or trust will make sure that you, your spouse, your loved ones, and your favorite charities know what is important to you so your intentions are honored.
Workshops, Resources, and 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 (webinars) presented by our trusted Professional Advisory Board. The Foundation’s Professional Advisory Board includes:
- Financial advisors
- Trust officers
- Insurance agents