Leave a Legacy
Planned gifts, such as bequests or charitable trusts, can be an advantageous way to provide for a future gift to charity. You can take care of yourself and take care of Catholic Charities.
Planned giving involves providing for a future gift to charities through your financial and estate plans. Catholic Charities welcomes gifts made through different planned giving arrangements. These arrangements can:
- Provide for you and your loved ones
- Entitle you to charitable income and/or gift or estate tax deductions
- Enable you to leave a legacy for Catholic Charities
A bequest is the most important type of gift for building Catholic Charities' future, strengthening the organization for future generations. There are three types of bequests, which you can review by clicking the link below. Please consult with your attorney when making estate plans.
Click here to download specific wording that you can include in your will to designate a gift to Catholic Charities.
Life Income Gift
Life income gifts can provide financial security for yourself and/or a loved one while receiving a charitable income tax deduction and possible estate tax saving, and at the same provide major assistance to Catholic Charities. You and/or your beneficiary would receive income for life, after which the remaining principal is
A life income gift may be particularly attractive if you have low-yielding but highly appreciated securities. By using the stock to fund a life income gift to Catholic Charities instead of selling it yourself, you can avoid or greatly reduce capital gains taxes and increase your spendable income.
Fr. Steve Canny Legacy Society
We are grateful to those who remember Catholic Charities through a bequest, life income plan, or other type of legacy gift. Your support strengthens and ensures the future of our unique organization.
When you notify the Catholic Charities about your gift, whether intended or received, we will enroll you in the Fr. Steve Canny Legacy Circle. As a member, you will be invited to our annual event and other special activities. We will also recognize you in publications and at Catholic Charities' events. When you step forward, others are encouraged to do the same, though you may choose to remain anonymous.
Should you name Catholic Charities in a legacy gift, we would welcome a copy of the legal document or section of document that accompanies your gift. This can make estate administration easier when your gift is received.
Thank you for considering Catholic Charities through a legacy gift. Should you have any questions, please contact Rebecca Kendall at 707.528.8712 x159 or click here.