Charitable Bequest
A charitable bequest is one of the easiest and most flexible ways to leave a gift to The Catholic Foundation that will make a lasting impact on your favorite charity.
Charitable Bequest
Property
Donor's Family
Foundation
Benefits of a bequest
- Receive an estate tax charitable deduction.
- Reduce the burden of taxes on your family.
- Leave a lasting legacy to your favorite charity.
How a bequest works
With the help of an attorney, you can include language in your will or trust specifying a gift be made to The Catholic Foundation as part of your estate plan, or you can make a bequest using a beneficiary designation form.
Here are some of the ways to leave a bequest to The Catholic Foundation
- Include a bequest to The Catholic Foundation in your will or revocable trust.
- Designate The Catholic Foundation as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension).
- Name The Catholic Foundation as a beneficiary of your life insurance policy.
A bequest may be made in several ways
- Percentage bequest - make a gift of a percentage of your estate
- Specific bequest - make a gift of a specific dollar amount or a specific asset
- Residual bequest - make a gift from the balance or residue of your estate
Contact us
Please contact us if you have questions about how to make a bequest to The Catholic Foundation or need additional information Please let us know if you have been so generous as to include a bequest to The Catholic Foundation part of your estate plan.