Planned Giving
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Leave a Legacy for Our Catholic Community
A good steward is someone who recognizes that we each have a responsibility to serve and support family, friends and the communities in which we live and work. Through the stewardship of our parishioners and friends, The Catholic Foundation is able to respond to the spiritual, educational and social needs of our community.
Most parishes and schools in the Diocese now have at least one trust to provide for future financial stability. By including us in your estate plans, you can enjoy tax benefits that come with gift planning and feel good knowing that your support will make a difference for years to come.
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Giving based on Giving Amount
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$25,000 to $99,999
The most popular options for a gift in this range:
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$25,000 to $99,999
The most popular options for a gift in this range:
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$100,000 to $999,999
The most popular options for a gift in this range:
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$1 million or more
The most popular options for a gift in this range:
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Giving Based on Age
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Under 40
The best gift options for you:
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40-54
The best gift options for you:
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Giving Based on Assets
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Cash
Most popular ways to give this asset:
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Appreciated Securities
Most popular ways to give this asset:
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Retirement Plan Assets
Most popular ways to give this asset:
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Life Insurance
Most popular ways to give this asset:
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Real Estate
Most popular ways to give this asset:
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Tangible Personal Property
Most popular ways to give this asset:
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What's New?
3 Tricks for Organizing Your Financial Paperwork
It starts out innocently enough—an ATM receipt here, a bill there. Add in a monthly bank statement and a receipt you need for your business expenses, and before long you’ve got a paper pileup on your kitchen countertop. Have you considered... Read More
Change the World Without Touching Your Income
Do you want to support The Catholic Foundation, but feel overwhelmed by everyday living costs, such as the latest home repair, the food expenses and escalating gas prices? There’s a solution that doesn’t involve writing a check. You can designate... Read More
Before You Give: 4 Questions to Ask
The act of giving through your estate plan involves reflection and forethought. It also warrants a conversation. Here are four key questions to ask when considering a legacy gift. 1. How will my gift be used? Why it matters: Your gift might be... Read More
The Gift That Pays You…Even More!
You have a generous spirit. We know you care deeply for The Catholic Foundation and want us to thrive for years and decades to come. But you also have to deal with higher prices and market instability in the here and now. What to do? Consider the gift that pays... Read More
Information 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.
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