Planned Giving

Catholic Legacy Society • Diocese of Pueblo

An Invitation to Join the Legacy Society

Members of the Legacy Society have expressed their commitment to the Catholic Foundation through a very special and important form of financial support.

These donors have named the Catholic Foundation as the beneficiary of a planned gift. Such gifts might include a bequest, appreciated securities, gifts of retirement accounts, gifts of life insurance and/or charitable income gifts, such as charitable gift annuities, .

Once you complete your estate plans, please fill out our member profile form to let us know. We would like to thank you for your generosity by including you in the Legacy Society.

Membership Benefits

Your membership involves no dues, obligations, or solicitations, but it does allow us to thank you and recognize you for the plans you have made, and it may inspire generosity in others.

Benefits of membership in Legacy Society also include annual luncheons, invitations to special events and seminars.

The most important benefit you will receive from joining Legacy Society is the satisfaction derived from making a lasting contribution to our long-term success.