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.
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: