Tools for Giving

The Catholic Foundation facilitates both giving now (current gifts) and giving later (planned giving). Current Gifts can incorporate all your routine charitable giving each year and/or may involve managing a significant financial windfall or charitable investment in any given year for distribution over a number of years. Planned Giving creates a longer term charitable commitment from your estate through wills, trusts, and other estate plans.

Types of Gifts

Both current gifts and planned giving can be used to establish individual funds at The Catholic Foundation and/or, more simply, to contribute to the Foundation's unrestricted Philanthropy Fund.

The financial assets that can be used to establish a fund during your lifetime (a current gift) at The Catholic Foundation include:

  • cash
  • appreciated securities
  • closely held stock
  • real property
  • tangible personal property
  • mineral interests
  • life insurance
  • mutual funds
  • qualified retirement plan assets

The financial assets, or planned gifts, that can be used to establish a fund at The Catholic Foundation include:

  • bequests
  • life estates
  • retirement plan beneficiary designations
  • charitable gift annuities
  • charitable lead trusts
  • charitable remainder trusts

The Catholic Foundation | 5310 Harvest Hill Rd., Suite 248, Dallas, TX 75230 | 972.661.9792 phone | 972.661.0140 fax | info@catholicfoundation.com