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How to Give

How to Give

An estate planning attorney, certified advisor in philanthropy, or certain financial representatives can help clarify which of the solutions below is best to use to create your planned gift. Visit the Grateful Stories section of this website for examples on how these planned gift solutions were used by others.

Let us know when you have left a planned gift to your parish, school, or an Archdiocesan ministry in your Will by enrolling in the Catholic Legacy Society.

  • Donor Advised Funds
    Fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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  • Bequest
    You designate in full or part, your parish, school, or ministry as a beneficiary of assets by will, trust, or a beneficiary designation form.
    Learn More

    Types of Ministries
    Parish Directory
    School Directory
  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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    SECURE ACT — Learn More
  • Beneficiary Designation Gifts
    You can designate a parish, school, or ministry 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 a parish, school, or ministry in the archdiocese 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 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 a charity, parish, school, or ministry for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • Life Estate Reserved
    You give your property to charity but retain the right to use the property during your life.
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  • Love Two Ways Trust
    You provide your children with a supplemental income stream from the Trust's principal over a period of years, with the remainder going to the charity of ministry of your choice.
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  • Transfer on Death Deed
    If you don't have any heirs to whom you can leave your home, consider making a grateful response to God for His abundant gifts by leaving your home to your parish.
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  • Special Needs Trust
    A well-crafted estate plan can both provide for your child with special needs as well as support the charities that have been important to you and your family during your life.
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  • Gifts from a Farmer's Heart
    Unique planned gifts only a farmer can give.
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  • Gifts for an Endowment
    Endowing the future for a parish or school is a generous gift that can help you create a lasting legacy.
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  • Blended Gifts
    There are many combination gift options that can make your giving go farther than a simple gift of cash or property.
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