Will or Trust
Include the Catholic Foundation in your will or trust. Your assets stay yours for life.
Simple gifts that cost you nothing today. Learn More →
Include the Catholic Foundation in your will or trust. Your assets stay yours for life.
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Make a gift from your donor-advised fund, or name us as the ultimate beneficiary.
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70½ or older? Give straight from your IRA, tax-free.
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Your heirs may owe taxes on your retirement savings. the Catholic Foundation won’t.
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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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Make a gift and receive payments for life. Learn More →
You can support our mission without reducing your income or diminishing your savings. Learn More →
Name the Catholic Foundation as a beneficiary of your retirement plan. It’s just a form.
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Name the Catholic Foundation as a beneficiary of your investment account.
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Gift savings bonds to the Catholic Foundation, and save your heirs from excess taxation.
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Name the Catholic Foundation as a beneficiary and turn your policy into a lasting gift.
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Ask for a POD form, and have what's left in your checking or savings transferred to the Catholic Foundation.
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You may have a loved one as a joint account owner. You can still designate and donate.
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Use these tools to start your gift to the Catholic Foundation. Learn More →.
There are many ways to make a gift to the Catholic Foundation. Take a look at some of the options designed to help you to achieve different goals.
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We can turn your clients’ philanthropic dreams into reality.
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An estate plan is a must, no matter your age or income.
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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.
Jimmy DiIorio, Executive Director
jdiiorio@dioceseofpueblo.org
719-544-9861 ext 1191
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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