Are you answering God’s call?

Leave a Planned Gift

As Catholics, we believe that life is a gift. All that we have, all that we are, and all that we shall become is entrusted to us to be used to further God's Kingdom. These gifts are ours to use, enjoy, grow, and exercise faithfully. However, we do not own them. They are given to us to further God’s call.

The Catholic Community Foundation can help you navigate the complexities of end-of-life planning and help you fulfill the call to be a good steward through our Wills & Trusts Seminars and individual financial consultations. These consultations and informational seminars are presented by a team of experienced Catholic estate planning attorneys and financial advisors and are designed to assist individuals and their families specifically. In these free consultations and seminars, you will learn how to formulate a will or a trust according to your wishes, as well as discover how to help support your parish, school, or nonprofit for generations to come.

Did you know?

You can name your parish, school, or favorite nonprofit as one of your beneficiaries in your will?

Stock

Did you know donations of appreciated securities have substantial tax benefits and are easy to accomplish when working with the Catholic Community Foundation?

Physical Property

Through the Foundation, we can accept all forms of real estate, including land, buildings, and any other physical property, including boats, jewelry, and anything else you can think of!

Life Insurance

By either naming the parish as a beneficiary of your life insurance policy, retirements accounts, or have a policy that has lapsed in its original intent, the parish may be able to benefit.

Wills & Trusts

By including the Catholic Community Foundation in your will or trust, we can ensure your gift is protected and allocated in accordance with your wishes. This includes the establishment of an endowment for your parish.

Closely Held Business Interests

Have a closely held business that you are liquidating, or want to share in the prosperity? The parish, through the Catholic Community Foundation, can accept interest in partnerships, corporations, and other closely held businesses.

Retirement Plans

At the age of 72, you are required to begin taking minimum distributions from your retirement accounts. If these are not needed, avoid the tax and get a charitable deduction.