Leave A Planned Gift
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Including God's WILL in yours.Responsibly stewarding the gifts bestowed to us.
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LEAVE A PLANNED GIFT
As Catholics, we believe that life is a gift. All that we have, all that we are, and all that we shall become is entrusted to us to be used to further God's Kingdom. These gifts are ours to use, enjoy, grow, and exercise faithfully. However, we do not own them. They are given to us to further God’s call.
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.
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Who needs estate planning?Every adult who is legally competent, who owns anything, and cares about who received it at the time of their disability or death. Estate planning is also necessary for anyone who wants to leave a bequest for their church or favorite ministry.
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more Ways to Give
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Stock
Did you know donations of appreciated securities have substantial tax benefits and are easy to accomplish when working with the Catholic Community Foundation?
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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!
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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.
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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.
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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.
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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.
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DID YOU KNOW?
If you have supported Catholic organizations throughout your lifetime, you can easily allocate a portion of your estate to your parish, school, or favorite nonprofit by naming them as one of your dependents.
The Catholic Community Foundation can help you support the causes you love!
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GET STARTED TODAY BY SCHEDULING A FREE GUIDE SESSION - Wills and Trusts
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The Catholic Community Foundation offers a free guide to help you organize your will and trust planning. The guide will help you successfully plan what will happen to your assets and prepare you to meet with an attorney.
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.
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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.Learn More
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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.Sample Bequest Language
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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.Trusted Professionals
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