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.
Did you know donations of appreciated securities have substantial tax benefits and are easy to accomplish when working with the Catholic Community Foundation?
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!
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.
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.
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.
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.
Contact us to learn more about helping your supporters answer God’s call with a planned gift.