Simplify Catholic Giving at every stage of life
There are many ways to give a gift: cash, non-cash (stock, IRAs, etc.), and planned gifts. These gifts can make an immediate impact, or a deferred impact; it all depends on what you want to accomplish. The Catholic Community Foundation provides a variety of options to ensure that your giving accomplishes your goals. Below are examples of ways the Catholic Community Foundation can help you to start or enhance your giving journey.
GIFTS THAT MAKE A DIFFERENCE TODAY
Add to Existing Fund
- Gift of any amount
- Quick and easy, your gift goes right to work
Donor Advised Funds
Set up a fund in your name with a gift of $5,000+. Give efficiently by funding with appreciated assets, such as stocks.
- Simplify your giving with a charitable checking account
- Distribute gifts on your timeline
- Give strategically for tax benefits
Endowments
Gift of any amount to an existing endowment, or create your own with a gift of $20,000 or more
- Fund gives back forever
- Principal is protected
- Annual distributions made from earnings
GIFTS THAT GIVE BACK - LIFE INCOME GIFTS
Charitable Gift Annuity
Receive an income for life in exchange for a gift of $10,000 or more.
- Fixed dollar amount payment for life
- Benefit a charity of your choice
- Rates of 5-10%
Charitable Remainder Trust
Receive an income for life or a term of years in exchange for a gift of $100,000+.
- Fixed dollar amount. Payout rate is set by you for life (about 5-7%)
- Avoid capital gains tax on gifts of appreciated securities or real estate
- Charitable remainder rolls into a permanent family endowment
Charitable Lead Trust
Gift of $100,000+, your named charity receives payments for a fixed period of years or your lifetime, and then the remainder returns to you or your heirs.
- Ideal for individuals in high estate and gift tax brackets
- Charity benefits and principal passed to others with reduced estate and gift taxes
GIFTS THAT BEAR FRUIT LATER - DEFERRED GIFTS
Testamentary Gifts: Wills and Trusts
A bequest can be left in your will or trust to the Foundation or your favorite cause, or consider a beneficiary designation of a retirement account and/or insurance policy.
- Create a lasting legacy for the organizations you love.
- Create a family fund for generational impact.
- Pass along your values, not just your valuables.
Life Estate Agreement
You retain the right to live in your home or use your property while gifting it to us.
- Avoids the burden on loved ones of selling home
- Reduce the size of your estate
- Tax advantages today
