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If you have a loved one who has been impacted by The Catholic Foundation, establishing a memorial or tribute gift is a meaningful way to honor your loved one or celebrate a special occasion such as a birthday while supporting the work of our mission. Your memorial or tribute gift will be a lasting tribute to your loved one and make a difference in the lives of those we serve.Check Out This Potential Scenario
When Sarah's father passed away, she knew she wanted to do something that would establish a lasting legacy for him. She remembered that during his lifetime he was always praising The Catholic Foundation for its tireless efforts to better his community. So Sarah decided to make a gift to The Catholic Foundation in her father's name using appreciated securities. Not only will her father's legacy live on at The Catholic Foundation thanks to the gift and a commemorative plaque, but Sarah also received a federal income tax charitable deduction (because she itemizes her taxes) and eliminated capital gains tax on the securities.
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Learn How to Fund It
You can create a memorial gift using the following assets:
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Next Steps
- Contact Rebecca Harris at 601-960-8477 or [email protected] for additional information on creating a memorial gift at The Catholic Foundation.
- Seek the advice of your financial or legal advisor.
- If you make a memorial gift to The Catholic Foundation through your estate, please use our legal name and Federal Tax ID.
Legal Name: The Catholic Foundation of the Diocese of Jackson
Address: PO Box 2248, Jackson, MS 39225
Federal Tax ID Number: 23-7355930Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.