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Planned & Legacy Giving

How to Give

Create Your Legacy Through a Planned Gift

Charitable gifts help you meet your current philanthropic goals and extend your generosity well into the future. But did you know that a planned gift can also protect your assets, provide for your family, and guarantee you income for life? You can even make a significant impact through a gift that costs nothing in your lifetime (through a charitable bequest under your will).

Five Ways to Make a Planned Gift

To read about one of the five basic ways to make a planned gift, select the one below that best fits your situation.

  1. Gifts by Will
  2. Gifts That Pay You Income
  3. Gifts from Retirement Plans
  4. Gifts by Estate Note


What to Give

The simplest way to support Catholic Charities is through cash gifts. But creative gifts of assets can include stocks, bonds, and property (real estate and personal property such as artwork). These provide you with charitable deductions and can offer additional tax savings as well.

Choose the category of assets below that best fits your situation.

  1. Gifts of Cash, Checks, and Credit Cards
  2. Gifts of Appreciated Securities
  3. Gifts from Retirement Plans
  4. Gifts of Life Insurance
  5. Closely Held Business Stock