For Estate Planning Professionals

Ways to Invest

The Catholic Community Foundation welcomes gifts of cash, securities, retirement plan assets, bequests and life income arrangements to establish a fund within the Foundation. The gifts are tax deductible. Some gifts allow the donor to retain income for life, avoid certain capital gain taxes, and still make a large gift to establish a fund.

Donors may establish a fund for $25,000 or more during their lifetime and can work with the staff in choosing the type of named fund that most closely reflects their interests. Donors can also give bequests from their estate and can bequeath a percentage of the residue of the estate or a specific amount of money or property to the Foundation to establish a named fund. Charitable remainder trusts, charitable lead trusts, charitable gift annuities and gifts of life insurance are among the most tax effective ways to establish a permanent fund. Charitable remainder trusts and charitable gift annuities also provide added income and tax benefits for the donor before the assets are used for their charitable purposes.

How to choose a fund

Start A Fund >