Tax-Wise Giving for 2018

11-27-2018News & Articles

IRA Charitable Rollover
Congress made permanent the law that allows people 70 ½ or older who own an IRA to make gifts directly to charity while satisfying their Required Minimum Distribution (RMD). For many, this is the best tax-wise way to give. Consider contributing to the Foundation to support works of mercy, need-based education or a gift to one of our perpetual endowment funds, sustaining ministries throughout the diocese.

Avoid Taxes – Give Stocks
Making a gift to the Foundation of appreciated securities allows you to avoid federal and state capital gains taxes. The funds can support your parish endowment, scholarships or works of mercy in our community. You can also give stocks to the Foundation’s exclusive No-Fee Donor-Advised Fund!

No-Fee Donor-Advised Fund
Yes – a FREE Donor-Advised Fund, only from the Catholic Community Foundation. A great way to maximize your deductions by “cluster-giving” multiple years donations in the current calendar year. A donor-advised fund is also a great alternative to expensive and limiting family foundations.

Call or email our gift planning team today!