Catholic Estate Planning Arizona | Leave A Planned Gift
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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.
A planned gift is a contribution that is arranged in the present and allocated at a future date. You do not have to have extraordinary wealth to make a planned gift. Even a small amount can have an impact over time. Some individuals think you must choose between leaving a gift to your family or charity. You can do both!
Many planned gifts actually save your loved ones money after you are gone. A simple designation can bring incredible support to your local Catholic community. Whether it is a parish, school, ministry, non-profit, or more, we are confident we can meet your planned giving needs.
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Stock
Did you know donations of appreciated securities have substantial tax benefits and are easy to accomplish when working with the Catholic Community Foundation?
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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 more!
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Life Insurance
By either naming a parish, school, or other nonprofit as a beneficiary of your life insurance policy, retirement accounts, or have a policy that has lapsed in its original intent, the organization may be able to benefit.
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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 an organization.
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Closely Held Business Interests
Have a closely held business that you are liquidating, or want to share in the prosperity?
The benefitting organization, through the Catholic Community Foundation, can accept interest in partnerships, corporations, and other closely-held businesses.
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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.
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DID YOU KNOW?
If you have supported Catholic organizations throughout your lifetime, you can easily allocate a portion of your estate to your parish, school, or favorite nonprofit by naming them as one of your dependents.
The Catholic Community Foundation can help you support the causes you love!
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Contact Us TODAY!
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Andrew Rangelarangelccfphx.orgPhilanthropic Advisor
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