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How To Help

Planned Giving

Gifts that cost you nothing now

Simple gifts in your will or living trust

The most common legacy gift people make to support the work of Catholic Charities is a gift in their will or living trust, also known as a charitable bequest. There is no need to write a check now and your assets remain entirely under your control during your lifetime. To make a charitable bequest, consider adding language like this to your will or living trust:

I give { ___ percent of my estate, OR description of asset, OR _____ dollars } to Catholic Charities, a California nonprofit corporation, 990 Eddy Street, San Francisco, CA 94109 (Tax ID: 94-1498472), for (check one) ☐ its general use OR ☐ for the following restricted purpose: ___________________________________________________________________________ .  (If you wish to restrict your gift, please contact us to ensure Catholic Charities can fulfill your wishes.)  Thank you for supporting our mission with your legacy gift!

Easy beneficiary designations

Some assets, like life insurance policies, IRA’s, 401k’s, bank and brokerage accounts, and donor-advised funds can be easily given to charity - once you no longer need them – by designation.

Life insurance:  You may have a life insurance policy you purchased years ago and no longer need.  You can name Catholic Charities as a full, partial or contingent beneficiary of your policy. You can also sign over a fully paid policy and receive a tax deduction for your gift.

IRA, 401k’s and other retirement plan assets:  As retirement plans are taxed differently than other assets, they can become a tax liability when inherited.  Designating Catholic Charities as a beneficiary of these assets can reduce or eliminate this liability.  You can include Catholic Charities on the beneficiary designation form to receive a specific percentage of your account or as a contingent beneficiary.

Bank & brokerage accounts:  Assets like certificates of deposit, savings bonds, bank and brokerage accounts can become wonderful charitable gifts – once you no longer need them.  Simply name Catholic Charities as the pay-on-death (POD) or transfer-on-death (TOD) beneficiary.

Donor-advised funds:  Final distribution of DAF’s is controlled by beneficiary designation.  You can easily name Catholic Charities as the successor of your DAF account – or a portion of the account value – leaving the balance in your DAF to allow children and grandchildren to continue your philanthropy.

 

 

Our Impact This Year

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