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Donor-Advised Fund

Donor Advised Fund

How It Works

  • You can establish a donor-advised fund with the Foundation and receive an immediate tax deduction.
  • You have the privilege to make charitable distribution recommendations that can be passed to the next generation, establishing a charitable legacy within your family.
  • Through the Foundation, you can have peace of mind that your donation will be invested in accordance with Catholic beliefs and teachings.

Benefits

  • Take an immediate and substantial tax deduction.
  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Maintain flexibility to change beneficiaries if your needs change during your lifetime.

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