Working with our supporters, Catholic Charities' planned giving team helps both the charity and the donor plan for the future. To achieve this goal, the committee has developed several financial, legal, estate and gift-giving planning seminars to help both the Agency and its supporters ensure their financial future.
With Planned Giving you can contribute through:
Remembering Catholic Charities/Catholic Social Services through a bequest is one of the preferred methods of Planned Giving.
Since Catholic Charities Society is the non-profit parent society of Catholic Social Services (its operating subsidiary), it is preferred that in all legal clauses "Catholic Charities Society" be named as the recipient of a gift.
Donors may choose where and how their planned gift to Catholic Charities or Catholic Social Services is to be used. However, for strategic program and fiscal planning purposes, the Agency prefers non-program designated gifts.
Click here for a PDF document containing legal and other pertinent information regarding Planned Giving through bequests.
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Depending on your age, a charitable annuity allows you to give a gift, save tax and increase your income. Annuities can be particularly appealing for people age 70 and over. With a charitable annuity, you can receive a predetermined monthly amount for life without having to manage your investment.
Contact your financial advisor for more info.
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Gifts of securities/stock can be made to a charity in one of two ways:
- outright selling of stock with cash donation to charity
- transfer of ownership of stock to the charity for sale or investment
For information on how to transfer gifts of stock/securities to Catholic Charities or it's subsiduaries, contact your broker or the
Sign of Hope office at (780) 439-HOPE (4673).
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Life InsuranceThrough a gift of life insurance you can make a significant future gift while enjoying current and/or future tax savings.
Life insurance can be gifted to a charity through:
- The donation of an existing policy – assigning ownership to the charity
- The donation of a new policy – transfer of ownership to the charity
- The donation of life insurance proceeds – naming the charity as the beneficiary
For more information, contact your life insurance agent or estate planner.
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