Gift PlanningLeave a Legacy of Giving

Planned Giving

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How to Give

How to Give

Donors give through the Catholic Community Foundation (CCF) to the parishes, schools, and charities of their choice. CCF offers a variety of giving options that provide you tax benefits. Some even provide income. Each of these options establishes or grows a charitable fund.

  • Bequest A bequest, the most common planned gift, is a gift of assets (money and/or property) that is made through a will, living trust, or other testamentary document and is transferred after your passing.
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  • IRA Charitable Rollover If you're 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover, or QCD, is a way you can accomplish these goals through a gift to your fund at CCF.
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  • Beneficiary Designation You can designate CCF as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Gift Annuity You transfer your cash or appreciated property to your fund at CCF in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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  • Charitable Remainder Unitrust You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with variable income for life or a term of years.
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  • Charitable Remainder Annuity Trust You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust You fund a trust that makes gifts to your fund with CCF for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Life Estate Reserved You may desire to leave your home or farm to your fund with CCF but retain the right to use the property during your life.
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  • "Give It Twice" Trust You provide your children with a stream of income while making a gift to charity.
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  • Donor Advised Funds You can create a donor advised fund (DAF) to distribute charitable gifts to your favorite causes in an easy, tax-efficient way.
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  • Donor Designated Fund With a donor designated fund, you select a single charity to support. You may use your required minimum distributions from your IRA for this fund.
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  • Endowed Fund With a permanent endowment, you can provide annual grants to your favorite charities forever.
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