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.

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Current Giving

Current Giving is comprised of gifts you make during the course of your lifetime to achieve your charitable and philanthropic goals.

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

Types of Funds

The following types of funds are available at The Catholic Foundation:

The Philanthropy Fund

A donor contributes directly to The Catholic Foundation's unrestricted Philanthropy Fund, a permanent source of income for funding to meet both immediate and emerging community needs. The Foundation's Trustees determine where the gift will do the most good, both in the present and in the future.Gifts of all sizes are accepted; no minimum.

Additional gifts may be made at any time, in any amount.

Donor Advised Funds

A Donor Advised Fund at The Catholic Foundation provides the optimal flexibility for charitable giving. It is a philanthropic tool not unlike the private or family foundation, but with significant tax advantages and considerably less complexity because it exists in the context of a community foundation. Contributions to the fund can be made at any time, in any amount; and, similarly, distributions from the fund can be made at any time, in any amount. The Donor Advised Fund can be especially useful when your financial circumstances might benefit from a significant charitable tax deduction in a given year while you might wish to extend your gifts to various charities over several years. It is also a useful tool for engaging future generations in the philanthropic enterprise, as you can name a second generation of advisors to the fund.

  • Initial Gift minimum: $10,000.
  • Additional gifts may be made at any time, in any amount.
  • The fund may be recognized in the individual's or the family name.

Designated Funds

A Designated Fund allows you to narrow the focus of your charitable giving by specifying the particular charity you want to support – a school, a hospital, or a parish food pantry, for example. (The possibility that the entity might cease to provide services at the expected level over time, or even cease to exist, is addressed by The Catholic Foundation's ability to shift the benefits to another organization whose mission is closest to the original intended charity so that your charitable intent is honored for all time.)

  • Initial Gift minimum: $10,000.
  • Additional gifts may be made at any time, in any amount.
  • The fund may be named in your honor, or in the name of the recipient charity. It may also be administered anonymously.

Field of Interest Fund

The Field of Interest Fund identifies a specific need – children, the elderly, health care, education, housing, or the arts, for example – and asks The Catholic Foundation to make the most effective grants possible to meet that need.

  • Initial Gift minimum: $10,000.
  • Additional gifts may be made at any time, in any amount.
  • The fund may be given a name or, should you prefer, the fund may be listed anonymously.

Scholarship Funds

Scholarship funds are prime examples of the ease and efficiency afforded donors who invest their charitable dollars in a community foundation (such as The Catholic Foundation): once you give the funds and establish the terms of a scholarship (qualifying schools or students, for example), the Foundation takes on all management, reporting and distribution requirements, including the selection and monitoring of scholarship recipients, though current regulations allow for donors to have limited involvement in the selection process if they wish.

  • Initial Gift minimum: $10,000.
  • Additional gifts may be made at any time, in any amount.
  • The Scholarship Fund is generally named for the donor but may also be named to honor any person or institution of the donor's choosing.

Memorial Funds

A Memorial Fund established at The Catholic Foundation is a permanent, living memorial to a friend or family member and may be dedicated to a charitable interest reflected in his or her life.

  • Initial Gift minimum: $10,000.
  • Additional gifts may be made at any time, in any amount by the donor and by other individuals or groups.
  • The fund is generally named in honor of the deceased.

Support Organization

Support organizations are often established with a community foundation by individuals or families of considerable wealth as an alternative to private foundations. Such organizations enjoy a highly specialized tax status through a carefully-defined legal relationship with The Catholic Foundation which is reflected in the composition of an independent board of directors representing both the donor's family and The Catholic Foundation, with The Catholic Foundation selecting the majority.

Initial gift: Usually several million dollars.

A support organization may be named for the donor or the donor's family and will most often be known as "The Jones Family Foundation of The Catholic Foundation." Anonymity can also be accommodated.

How to Give Now

It's easy to establish a fund at The Catholic Foundation.

Our professionals will guide you step-by-step through the process. It's easy. It's effective. And it's meaningful – to you and to the community we serve. Here's how it works:

  • Determine how much you wish to invest in philanthropy.
  • Outline your personal philanthropic goals. You may want to provide support for a school or college, a parish or ministry, a cultural institution or a social services program; or for an idea, such as education or health care; or a gift to the Unrestricted Endowment Fund to help meet the ever-changing needs in our community. It's entirely your choice.
  • Name the fund, and name the fund's advisors.
  • Work with a Foundation Professional to establish investment and spending policies for the fund.
  • Make your gift to The Catholic Foundation. By doing so, you have translated your charitable intentions into a meaningful gift and a lasting legacy.

After you have made your donation, you may select the fund and type of contribution. Once you've filled out the form, click on the "Submit" button to review and confirm your information.