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Goals & Benefits

There are many ways to make a gift to the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry. Take a look at some of the options designed to help you to achieve different goals, and feel free to contact us with questions.

Your Goal Your Strategy Your Benefits
Make a gift for the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry’s future, that costs you nothing now. Include a gift from your will or trust (cash, specific property, or a share of the estate). A great way to help your favorite parish, school, or ministry build financial strength and provide resources that maintain its traditions.
Avoid capital gains liability and take an income tax deduction. Use appreciated securities instead of cash to make your gift. Buy low and give high — while avoiding capital gains tax.
Leave more of your estate to your heirs. Name the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry, as beneficiary of your retirement plan, and leave less-taxed assets to family. Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs.
Continue to receive benefits back from the assets you give to the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry — and thus make a larger gift.  Create a life-income plan like a charitable gift annuity or a charitable remainder annuity trust or charitable remainder unitrust. Receive income for your lifetime, receive a charitable deduction, and diversify your holdings.
Reduce high tax liability now; gain additional income later. Establish a deferred gift annuity. Receive a larger deduction and a higher income rate than an immediate payment annuity.
Create a long-term gift that won’t draw funds from your estate. Create a new life insurance policy, or donate a paid-up policy of coverage you no longer need. Increase your ability to make a significant gift to your favorite parish, school, or ministry through a life insurance policy to the Roman Catholic Foundation.
Reduce gift and estate taxes and leave more of your assets to your heirs. Create a charitable lead trust to pay income to the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry, for a fixed time, then pay the remainder to your heirs. Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.
Tap one of the most valuable assets in your portfolio to make a gift to the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry. Use real estate to make your gift to the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry. Avoid capital gains tax, receive an income tax deduction — and have the option of a gift that doesn’t affect your lifestyle.