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Wills and Bequests FAQs

What are the benefits of making a bequest?

  1. You leave your legacy and make a lasting impact on your favorite charity.
  2. You lessen the tax burden on your loved ones.
  3. You may qualify for estate tax savings.

How can I learn more?

How do I make a bequest?

With the help of a professional advisor, you can include language in your will or trust specifying a gift be made to The Catholic Foundation as part of your estate plan.

What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset.
  2. You can gift a percentage of your estate.
  3. You can gift from the balance or residue of your estate.
  4. You can make a beneficiary designation of certain assets.

How do I get started?