Planned Giving

Remember Us in Your Will

Are you among the nearly 70% of Americans who do not have a will? Writing a will is the best way to protect your loved ones and create a plan for your future.

A charitable bequest is one of the easiest ways to leave a lasting impact. By including a bequest to Catholic Charities in your will or living trust, you make a profound difference for years to come.

Name Catholic Charities as a Beneficiary

Designate us as a beneficiary of additional assets, including 401ks, IRAs, Life Insurance Policies, and Bank Accounts.

IRA Charitable Rollover

Give up to $100,000 per year from your IRA directly to charity without paying income taxes. Ask your financial advisor for details.

Arrange a Charitable Trust

Receive income each year from assets in a charitable remainder trust. After your lifetime, the balance goes to the charities of your choice.

Donate Stocks

Giving appreciated stocks can provide significant tax advantages while supporting our mission.

Donor-Advised Fund

Recommend how much and how often money is granted to Catholic Charities and other qualified charities.

Use Life Insurance to Make a Gift

Explore several ways to use life insurance to give back to Catholic Charities.

Charitable Gift Annuity (CGA)

Support Catholic Charities and receive steady payments for life. May qualify for tax benefits.

Deferred Gift Annuity

Delay receiving payments until a later date, such as retirement, for those younger than 60 or not needing immediate income.