The Legacy Society honors donors who have generously named a Catholic organization, program, or ministry throughout the Church of Philadelphia in their estate plans.

The Legacy Society honors donors who have generously named a Catholic organization, program, or ministry throughout the Church of Philadelphia in their estate plans.

Planned Giving

Create a Lasting Catholic Legacy

Planned Giving provides a way to fulfill your charitable intentions with gifts made to The Catholic Foundation of Greater Philadelphia from your estate in accordance with specific plans you have made during your lifetime.

Think about the ministry, program, or organization that is important to you. Through effective and tax-advantaged planned giving options, you can continue to benefit from your assets now, knowing that your legacy gift will strengthen Catholic causes and organizations close to your heart.

As you consider your legacy, we are here to serve as a helpful resource to you. Our office is staffed with experienced gift planners who can assist you and your financial advisers in achieving your charitable goals. We welcome you to contact us for a confidential discussion about the impact that you would like to have on the Church of Philadelphia.

If you have already included a Catholic organization, program, or parish in your estate plans, thank you! We invite you to become members of our Legacy Society today. Please contact us to learn more.

popular ways to make a planned gift 

Bequests 

Adding a charitable bequest to your will is a simple and popular way to leave a legacy without impacting your current cash flow, lifestyle, or the security of your family. Bequests allow you to distribute tax-free assets to charity according to your wishes. You can gift a certain dollar amount, a percentage of your estate, or a specific property. Download the suggested bequest language here for your will or trust.

Don’t have a will? Create your legacy in 20 minutes with our partners at FreeWill, and ensure peace of mind and security for you and your loved ones free of charge.

Beneficiary Designation 

Naming CFGP as the beneficiary or partial beneficiary of your retirement plan or life insurance policy provides you the means to make an impactful legacy gift while reserving less-taxed assets for your family and loved ones to inherit. Link here for the proper legal name and tax identification number.

This information does not constitute legal or financial advice. Consult your financial advisor and obtain professional counsel of an attorney to assist you in making a gift in a way that will benefit the people and organizations you care most about.

opportunities for outright tax-advantaged giving ​​​​​​

  • Gifts of stock and other appreciated securities can amplify your impact without taking away from your daily income. In addition, neither you nor CFGP will be taxed on the gains for appreciated assets you donate, and you receive a tax deduction. 
  • Qualified Charitable Distributions (QCDs), also known as IRA Charitable Rollovers, are an effective way for individuals aged 70½ or older to use their IRA distributions to maximize their charitable impact without paying tax. 
  • Establishing a Donor-Advised Fund or Endowment Fund with CFGP, invested in accordance with the teachings of the Catholic Church, can assist you in creating an enduring legacy and pass on the faith to the next generation. Funds can be established during your lifetime using tax-advantaged assets – such as appreciated securities – or established through a planned gift such as a bequest.