Planned Giving

We make estate planning accessible, simple, personal, secure, and FREE!

Legacy Society — Member Profile

Please fill out the form below to send us your Member Profile, so that we may welcome you into Legacy Society.

Please note: All highlighted and starred (*) fields are required.

Name(s): *

Age:

Age (Spouse):

Address: *

City/State/Zip: *

Country:

Telephone: *

E-Mail: *

Choose Below:

The Catholic Foundation may include my (and, if applicable, my spouse's) name in Legacy Society listings. (Neither amount nor designation, if provided, will be included on the listing.)

I am honored to be included in Legacy Society; however, I prefer to remain anonymous. Please do not include my/our name in Legacy Society listings.

Please share with us, in confidence, more about your estate provision for the Catholic Foundation. The following information is optional.

I have named the Catholic Foundation as a beneficiary of my:

Gifts Anyone Can Make

Will or Trusts

Appreciated Securities

Life Insurance

Retirement Plans

Real Estate

Donor-Advised Fund

Gifts That Pay You Income

Charitable Gift Annuity

Designate & Donate

Retirement Plans

Stocks and Investments Fund Accounts

United States Savings Bonds

Life Insurance

Bank Accounts

Jointly Held Accounts

This provision is stated as a: Specific dollar amount ($):
Percentage of estate/account (%):

Based on Percentage: If based on a percentage, please estimate the current value of the gift to the Catholic Foundation ($):

My gift is: Unrestricted (General Operations)
Designated for:

Contact Us

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.
Read full disclaimer|Sitemap|Planned Giving Marketing Content © 2024 by PlannedGiving.com.