Planned Gifts
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Receiving Planned Gifts
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Getting Your Affairs In Order - Wills & Trusts Seminars
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.
The Catholic Community Foundation can help your supporters navigate the complexities of end-of-life planning and help them fulfill the call to be a good steward through our Wills & Trusts Seminars. These informational seminars are presented by a team of experienced Catholic estate planning attorneys designed to assist individuals and their families specifically. In these free consultations and seminars, your supporters will learn how to formulate a will or a trust according to their wishes, as well as discover how to help support your parish, school, or nonprofit for generations to come.
The Catholic Community Foundation Can Help Your Organization With A Wills and Trust Seminar:
- Educate your community through resources and information about end-of-life planning.
- The Foundation has a tailored program that minimizes the efforts of your team.
- All attendees receive resources and a free consultation with an estate planning attorney.
Schedule a seminar for your organization today!
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Ways your supporters can 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 parish, 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 and get a charitable deduction.
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Did You Know?
While we all have a responsibility to take care of our families, we can also continue to care for our favorite causes and charities. Here’s how:
Your donors can name your parish, school, or favorite nonprofit as one of their beneficiaries in their will.
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How A Wills & Trusts Seminar Works:
1. Plug and play program – Easy for you and your team to implement
2. Custom materials – We design and provide all of the materials needed
3. Expertise – With over $50M of planned gifts we can guide you to success!
4. Free for your community – Attendees receive a 30-minute free consultation from an estate planning attorney e. Free for you – typical ‘paid’ planned giving programs cost over $15,000 to implement. We do it all for free!
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Contact Us
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jloelccfphx.orgPhilanthropic Advisor -
kfelixccfphx.orgCertified Public Accountant
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Example gift language
Contact us to learn more about helping your supporters answer God’s call with a planned gift.
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