What is a Planned Gift?
Planned giving is a special way in which you can make a charitable donation through your will (also called a bequest) or estate plans. Commonly called legacy giving, this is a beautiful way for you to make a contribution that is planned for now but given at a future date, typically at the time of your passing. Because these gifts require planning, many donors work with a professional to help them with a planned gift, as the goal is to give in a way that benefits you, your family, and the charitable causes you care about most. Donors at the Catholic Community Foundation of Northeast Indiana find that making a planned gift through their will or estate is an incredibly meaningful, yet simple, way to support the future of our Catholic community for generations to come.
Who Can Make a Planned Gift?
Anyone can create a Catholic legacy through planned giving! We work with donors of all levels to make a planned gift through their will or estate that benefits their Catholic parish, school, ministry, or cause. From simple bequests to complex estate plans, the Foundation is here to make it easy for all Catholics to leave a legacy gift.
Why Consider Planned Giving?
We understand the stewardship and spirituality of our Catholic heritage. We understand and respect your desire to provide for your family while giving back to the Church and providing 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. Even a small gift can be joined with others in a permanent endowment fund to make a substantial difference in our Catholic community in the years to come.
In addition to providing charitable support to the Catholic community, planned gifts can also 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. Learn more about the many types of assets you can use to make a planned gift.
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 your will. We have simple bequest language that can help save you time and money, and our team 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