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How to Give

How to Give

Explore the different gift models to learn how you can make an impact while experiencing tax benefits and even income.

  • Bequest
    You designate The Catholic Foundation as the beneficiary of your asset by will, trust, or beneficiary designation form.
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  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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  • Donor Advised Funds
    You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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  • Beneficiary Designation Gifts
    You designate The Catholic Foundation as a beneficiary of a retirement, investment, bank account or life insurance policy.
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  • Charitable Gift Annuity
    Transfer cash or appreciated property to The Catholic Foundation in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to The Catholic Foundation for a specified number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to The Catholic Foundation to fund a charitable remainder trust. When the property sells, you receive cash and income for life.
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  • Bargain Sale
    We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to The Catholic Foundation.
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  • Life Estate Reserved
    You give your property to The Catholic Foundation but retain the right to use the property during your life.
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  • Gift and Bequest
    A gift and bequest is a combination of a current gift and a charitable gift made in your will or trust. It is an impactful way to support your favorite charity today and make a lasting future impression.
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  • Endowment Gifts
    An endowment fund is a longer-term, sustained investment designed to support and grow any parish, school, or ministry that aligns with your charitable goals.
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  • IRA to Gift Annuity Rollover
    If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
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