Planned Giving

Planned Gift

 

What is a Planned Gift?

A planned gift is a major gift that requires forethought, as it comes from assets or from a will or estate. Many donors also work with a professional to help them with a planned gift. Some donors make a gift (or gifts) during their lifetime to benefit causes they care about now. Many find that making a gift in their will (also called a bequest) is the easiest way to support the future of the Catholic community for generations to come. The goal of planned giving is to help you plan your estate and charitable giving in a way that benefits you, your family, and the causes you care most about.

Who Can Make a Planned Gift?

Anyone can create a Catholic legacy for causes they care most about. The Catholic Community Foundation works with donors of all levels. You do not have to be wealthy to make a gift in your will. We are also blessed to work with donors who have greater assets and wealth, but who still want their legacy professionally managed. Lastly, we are happy to help Catholic philanthropists interested in making a substantial planned gift.

Why Consider Planned Giving?

We understand the stewardship and spirituality of our Catholic heritage. We understand and respect your desire to give back to the Church and provide a legacy of faith for future generations. You can support the future of the Catholic Church by making your plans now to benefit your parish and the Catholic community.

You can create your own Catholic legacy through a gift in your will. Even a small gift can be joined with others in a permanent endowment fund to make a substantial difference in our church in the years to come.

Planned gifts can help you achieve your financial goals by providing tax benefits and the potential for returned income. Many gifts also benefit your children by providing tax and financial benefits.

What Can I Give?

Planned gifts are generally made from outside of one’s discretionary income, enabling you to make a gift far greater than you thought you could. Gifts could come from appreciated assets, real estate, life insurance policies, or businesses. 

How Can I Give?

The easiest way for you to make a planned gift that will benefit the Catholic organizations you care most about is through a gift in your will. Our staff is happy to walk you through your plans and options at any time.

Other ways to make a planned gift include:

  • Creating a fund now using cash, securities and other assets
  • Creating a fund now, and completing it with a planned gift in your will
  • Adding to an existing fund, with a planned gift in your will