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As you consider various ways to give, we would be happy to provide more information and explain the significant tax advantages available to you.

Please call to learn more about how you can ease the distribution of your assets and minimize taxes while ensuring morally responsible management of assets you entrust to The Foundation.

Stocks and Bonds

A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift to The Catholic Foundation. Here are some of the potential benefits:

  • Avoid paying capital gains tax.
  • Receive a charitable income tax deduction.
  • Enjoy possible increased income.
  • Further our mission today!

MAKE YOUR GIFT TODAY BY ELECTRONIC TRANSFER!

It’s easy. Please click here to download the form and instructions. If you have questions, please contact us.

SEND US YOUR GIFT BY MAIL

If you hold securities in certificate form, you will need to use two envelopes to complete your gift. In the first, place the unsigned stock certificate(s). In the other, include a signed stock power for each certificate. You may obtain this from your broker or bank. Please remember to use certified mail.

Land/Real Estate

A gift of your appreciated real property (such as your home, vacation property, vacant land, farmland, ranch or commercial property) can make a great gift to The Catholic Foundation. Here are some of the benefits you may enjoy:

  • Avoid paying capital gains tax.
  • Receive a charitable income tax deduction.
  • Leave a lasting legacy.

HOW YOU MAKE A GIFT OF REAL PROPERTY

Your real property may be gifted to The Catholic Foundation by executing or signing a deed transferring ownership. You may deed part or all of your real property to The Catholic Foundation. Your gift will generally be based on the property’s fair market value, which must be established by an independent appraisal.

CAN YOU MAKE A GIFT OF MORTGAGED PROPERTY?

Please contact us if the property you wish to give has existing debt or a mortgage. Check with us on the capital gains tax implications of your gift. You also may be interested in life income options.

Retirement Assets

A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift to The Catholic Foundation. If you are like most people, you probably will not use all of your retirement assets during your lifetime. Make a gift and help further our mission.

LEAVE YOUR RETIREMENT ASSETS TO US

Did you know that 50%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis (such as real estate and stock) and give the retirement assets to The Catholic Foundation. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

HOW TO TRANSFER YOUR RETIREMENT ASSETS

Your retirement assets may be transferred to The Catholic Foundation by completing a beneficiary designation form provided by your plan custodian. If you designate The Catholic Foundation as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

Life Insurance

A gift of your life insurance policy is an excellent way to make a gift to The Catholic Foundation. If your life insurance policy is no longer needed, consider making a gift and help further our mission.

MAKE A GIFT OF LIFE INSURANCE TODAY

Did you know that you can give your life insurance policy to The Catholic Foundation today and receive a charitable income tax deduction? You can then make deductible contributions to The Catholic Foundation each year which we may use to pay the premiums. We benefit from the proceeds of your policy.

DESIGNATE US AS BENEFICIARY OF YOUR POLICY

You can also designate The Catholic Foundation as the beneficiary of your life insurance policy. You will continue to own and can make use of the policy during your lifetime. The policy will be included in your taxable estate when you pass away, but your estate will benefit from an estate tax charitable deduction for the value of the gift to us.

CONTACT US FOR MORE INFORMATION

If you have any questions about making your gift of life insurance, please click here to send us an email with your questions or comments.

IRA Rollover

BENEFITS OF AN IRA CHARITABLE ROLLOVER

  • Avoid taxes on transfers of up to $100,000 from your IRA to our organization
  • Satisfy your required minimum distribution (RMD) for the year
  • Reduce your taxable income, even if you do not itemize deductions
  • Make a gift that is not subject to the deduction limits on charitable gifts
  • Help further the work and mission of our organization

HOW AN IRA CHARITABLE ROLLOVER GIFT WORKS

  1. Contact your IRA plan administrator to make a gift from your IRA to us.
  2. Your IRA funds will be directly transferred to our organization to help continue our important work.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  4. Please contact us if you wish for your gift to be used for a specific purpose.

CONTACT US

If you have any questions about an IRA charitable rollover gift, please contact us. We would be happy to assist you and answer any questions you might have.

Cash

A cash gift is a simple and easy way for you to make a gift. Your gift can:

  • Make an immediate impact on our mission today.
  • Provide you with a charitable income tax deduction.

SEND US YOUR GIFT BY MAIL

You can send us a check or money order. Please let us know if you want your gift used for a specific purpose, by indicating that purpose either in the memo line or in a letter to us.

CONTACT US FOR MORE INFORMATION

If you have any questions about making your gift, please contact us by clicking here to send us an email with your questions or comments.

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“As each one has received a gift, use it to serve one another as good stewards of God’s varied grace.”

1 Peter 4:10

Other ways to give

Please call to learn more about how you can ease the distribution of your assets and minimize taxes while ensuring morally responsible management of assets you entrust to The Foundation.

Charitable Gift Annuity

Are you looking for a secure source of fixed income for now or your future? You may be tired of living at the mercy of the fluctuating stock and real estate markets. One solution is a charitable gift annuity.

HOW IT WORKS
A charitable gift annuity is a contract between you and The Catholic Foundation.

You transfer property to The Catholic Foundation. In exchange we pay you fixed income for life.
The fixed income can be quite high depending on your age.
A portion of your income stream may even be tax-free.
You will receive a charitable deduction for your gift of the remainder to The Catholic Foundation and the satisfaction of furthering our mission.

TYPES OF ASSETS YOU MAY GIVE
If you decide to fund your gift annuity with cash, a significant portion of the annuity income will be tax-free.
You may make a gift of your appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax.

START RECEIVING PAYMENTS NOW WITH A CURRENT GIFT ANNUITY
If you desire current income, you may transfer property in exchange for our promise to pay you fixed income beginning as early as this year. You will receive a current income tax charitable deduction for the value of your gift to The Catholic Foundation.

DEFERRED GIFT ANNUITY FOR INCOME AT FUTURE DATE
Perhaps you are not ready to begin receiving income until a future date, such as when you retire. You can establish a deferred gift annuity, receive a current charitable income tax deduction and receive payments at a designated future time. Best of all, because you deferred your payments, your annual payment will be higher than with a current annuity. Contact us about flexible date options for your future income.

Bequest

A charitable bequest is one of the easiest ways you can leave a lasting impact on The Catholic Foundation. A bequest may be made in your will or trust directing a gift to The Catholic Foundation.

BENEFITS OF YOUR BEQUEST

  • Receive estate tax charitable deduction.
  • Lessen the burden of taxes on your family.
  • Leave a lasting legacy.

HOW DO YOU MAKE A BEQUEST?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift to be made to family, friends or The Catholic Foundation as part of your estate plan.

 

YOUR BEQUEST OPTIONS

A bequest may be made in several ways:

  • Gift of a percentage of your estate
  • Gift of a specific dollar amount or asset
  • Gift from the balance or residue of your estate

MAKING A BEQUEST OF YOUR RETIREMENT ASSETS

A retirement asset, such as an IRA account, makes an excellent bequest to us. If the IRA were given to your family, much of the value may be lost through estate and income taxes. By designating The Catholic Foundation as the beneficiary of all or part of your IRA (using a beneficiary designation form provided by your custodian), the full value of the gift is transferred tax-free at your death and your estate receives an estate tax charitable deduction.