Skip to Content

Legacy Circle

Important: 2023 Advisors Series Online Registration
Register here.

Registration for the 17th annual Advisors Series for Estate and Wealth Management Professionals on Thursday, Nov. 16 (buffet breakfast served at 7:30 a.m. and the program starts at 8 a.m.).

The program will feature Jonathan G. Blattmachr, co-author of nine books and more than 500 articles on estate planning and Teresa L. Bush, Esq., who has practiced law since 1991 and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration.

Participants will receive two hours of continuing education credit (CLE, CFP or CPE). Please call 972-661-9792 for any questions.

More About Legacy Circle

The Catholic Foundation Legacy Circle was formed in 2009 to honor individuals and families who have made long-term commitments to the Foundation through: 

  • Planned gifts such as gifts from a will and charitable trusts
  • Established their fund at the Foundation that is either permanent or ultimately benefits the Foundation’s unrestricted Philanthropy Fund
  • Have utilized the Foundation’s resources to develop some other type of planned charitable gift
Frequently Asked Questions
  • How do I become a member?

    You are already eligible for membership into the Legacy Circle if you have made arrangements in your will or through another form of planned gift that either benefits the Foundation directly or uses a Fund or Trust at the Foundation to provide charitable gifts to other organizations. Simply notify us of your plans by completing the Legacy Circle Enrollment Form and submitting it to The Catholic Foundation.

  • Can someone help me prepare a will or estate plan?

    Yes. If you contact the Foundation we can provide you with a list of estate planning professionals in our community. In addition, our staff will be happy to discuss your needs and charitable intent and suggest appropriate options that are customized to meet your philanthropic goals.

  • What benefits do I receive as a member of The Catholic Foundation Legacy Circle?

    Members receive a small token of our appreciation signifying their enrollment into the Legacy Circle and will be recognized in our Annual Report and other publications. In addition, you will be invited to a special event each year exclusively for Legacy Circle members as well as other select events each year. Most importantly, you gain the benefit of knowing your gift will have a lasting impact on our community for generations to come. Legacy Circle members may elect to remain anonymous.

  • How will my gift be used by The Catholic Foundation?

    The Foundation has a number of different types of gift arrangements to meet a Donor’s specific charitable intentions. Most gifts made to The Catholic Foundation ultimately accrue to the Foundation’s unrestricted Philanthropy Fund to meet the immediate and emerging needs within our Catholic community to respond to the needs of its people or become a permanent endowment fund bearing the family name, thus building a capacity to fulfill a donor’s charitable intentions not only for today but for years to come.

Legacy Circle Members

The Legacy Circle provides a way for The Catholic Foundation to recognize and thank Donors during their lifetime as well honor their memory after their lifetime. We are deeply grateful for their trust and shared charitable vision.

The Catholic Foundation Legacy Circle members list View Now

Legacy Circle Enrollment Form

Click here to access the Legacy Circle Enrollment Form.

Here to Serve

For more information about The Catholic Foundation Legacy Circle, or to inform us that you have remembered The Catholic Foundation in your charitable gift planning, please contact our Development Team or call 972-661-9792:

Darina O’Dowd Padian, CAP®

Vice President of Development

R. Michael George, CFRE

Senior Development Officer

Anna LeBlanc, CAP®

Senior Development Officer

Elizabeth G. Murray, CAP®

Senior Development Officer