Gift PlanningLeave a Legacy of Giving

Planned Giving

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CCF Donors Make a Difference

Donor Stories
  • An Impact Beyond Their Lifetime
    An Impact Beyond Their Lifetime
    As part of their estate plan, Emery and Karen (Bly) Koenig have chosen to establish a perpetual endowment at the Catholic Community Foundation of Minnesota (CCF).
  • Being a Good Steward
    Being a Good Steward
    Pat Huber remembers the exact moment when her outlook on giving shifted.
  • Honoring a Beloved Godfather
    Honoring a Beloved Godfather
    Those of us who have been fortunate enough to have a lifelong spiritual mentor know what a difference that gift can make.
  • Honoring Her Heart Forever
    Honoring Her Heart Forever
    Severne Banack's memories flow easily as she recounts funny stories from her early career and talks about the family who purchased her home and who are now her friends.
  • Paying It Forward to Those in Need
    Paying It Forward to Those in Need
    Growing up in small-town Iowa, Julie Hurley remembers the community swimming pool as a hub of summertime activity.
  • Creating a Meaningful Retirement
    Creating a Meaningful Retirement
    Cathy and John Muggee like to plan ahead, and they're pretty good at it. So good, in fact, that they were able to retire early from 3M, where they'd both worked for 33 years.
  • Remembered Both Now and Forever
    Remembered Both Now and Forever
    Many permanent endowments begin as Donor Advised Funds. Tom Busch opened a Donor Advised Fund at the Catholic Community Foundation...
  • People Make the Difference
    People Make the Difference
    With many years of business experience under his belt, Norbert "Norb" Conzemius knows what it takes to run a successful enterprise. The decades he spent as a bank executive...
  • Looking Back, Paying it Forward
    Looking Back, Paying it Forward
    Bethlehem Academy, a Dominican middle and high school in Faribault, Minnesota holds a special place in Barbara Mulcahy's life and heart.

  • Other Examples Of Charitable Giving Strategies

  • Using a Beneficiary Designation to Make a Gift to Charity
    Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged...
  • Tax-Free Sale
    Howard and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
  • Peace of Mind Gift Annuity
    Many years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home.
  • Endowment Gift
    Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.
  • Sale and Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. The company has done well.
  • Part Gift and Part Sale
    Susan and Kevin bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their family could spend their summers along the lake.
  • Property Turns Into Income
    Miranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.
  • Flexible Deferred Gift Annuity
    Luis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially in value.
  • Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
  • Capital Gains Tax Bypassed
    Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio.
  • Gift Annuity for Real Estate
    Jonathan purchased his home many years ago for $80,000. The home is now worth $420,000. Jonathan wants to sell his home and buy a condo for $130,000.
  • A Bequest to Further Good Work
    Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
  • Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
    We have all heard the saying "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible.
  • Leading for the Future
    Luke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
  • A Bequest to Save Taxes
    Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
  • Give it Twice Trust
    While visiting her favorite charity's website, June came across the idea of a give it twice trust. She contacted the charity for more information.
  • What Will You Do with Your Unspent Retirement Savings?
    Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
  • Gift of a Bank Account When No Longer Needed (POD)
    Keith has been a faithful supporter of Catholic Community Foundation of Minnesota and makes regular gifts to support our work.
  • Transferable on Death (TOD) Gifts
    Harold and Jeanne married after meeting at an event Catholic Community Foundation of Minnesota held for our donors. They wanted to leave a legacy gift...
  • Providing for Our Children's Future
    Ron and Kathy worked for many years building their nest egg for retirement.
  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small town, Patricia is ready to retire.
  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
  • Deferred Gift Annuity
    Several years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock.
  • Bequest of Insurance
    Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
  • Bequests
    Joe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.