Planning Resources

Compare Gift Plans

Choose up to three gift plans that interest you to compare them and to learn more about how the plans can help you and the Foundation.

Gifts Anyone Can Afford

Gifts by Will or Living Trust
Give to the Catholic Community Foundation without affecting your cash flow during your lifetime. Gifts of Retirement Plans
Your retirement plan may be worth more when donated to the Foundation than to your heirs. Gifts of Appreciated Securities
After making a gift of appreciated securities to the Foundation, the IRS will allow you one of its most significant tax breaks. Gifts of Life Insurance
Create a significant endowment for the Foundation without dipping into your capital assets.

Gifts That Pay You Income

Charitable Gift Annuity
Receive a fixed payout and significant tax benefits. Deferred Gift Annuity
Build retirement earnings by deferring the onset of annuity payments (recommended for younger donors). Charitable Remainder Unitrusts
Choose from several options that best meet your personal financial situation. Charitable Remainder Annuity Trusts
Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.

Gifts That Protect Your Assets

Charitable Lead Trusts
Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.

The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.

Resources content provided by PlannedGiving.com

Planning Resources

Compare Gift Plans

Gifts Anyone Can Afford

Gifts That Pay You Income

Gifts That Protect Your Assets

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