Will or Trust
You can plan a legacy gift that will take effect only after your obligations are fulfilled.
Make a gift now that will not affect your day-to-day cashflow during your lifetime.
Did you know there are ways to support the Catholic Foundation that don't affect your current lifestyle or your family's security?
You can support the Catholic Foundation with gifts that don't impact the way you live, either by designating to receive estate assets in the future or by making immediate gifts to us of assets that are "out of sight and out of mind."
You can plan a legacy gift that will take effect only after your obligations are fulfilled.
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Make a gift from your donor-advised fund, or name us as the ultimate beneficiary.
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Make a "tax-free" gift with our QCD Tool (Qualified Charitable Distribution).
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Give us assets subject to double taxation, and leave more to your family.
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Take advantage of appreciated securities without incurring capital gains tax.
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Make a significant gift, even without a large estate. Here's how to leverage your dollars.
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Donate a valuable asset in exchange for tax benefits, and possibly an income stream.
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Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.
Steve Chargin, Director of Finance and Operations
schargin@dioceseofpueblo.org
719-544-9861, ext: 1131
The gift planning information presented on this Planned Giving website of the Catholic Foundation is not offered as legal or tax advice.
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