Planned Giving
Leave a Lasting Legacy
Contact us for a confidential discussion about how you want your estate to benefit others—and if you’ve already included a Catholic group in your estate plans, thank you! We invite you to join our Legacy Society.
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Popular Planned Giving Options
Beneficiary Designation
Naming The Foundation or a Catholic cause as the beneficiary or partial beneficiary of your retirement plan, insurance policy or bank account provides you the means to making an impactful legacy gift while reserving less-taxed assets for your family and loved ones to inherit.
Download the proper legal name and tax identification number.
Download the proper legal name and tax identification number.
Opportunities For Tax-Advantaged Giving
Stock/Other Appreciated Securities
Meet your giving goals, enjoy potential tax benefits, and contribute to the change you want to see.
Qualified Charitable Distributions (QCDs)
Also known as IRA Charitable Rollovers, this is a tax-free way for those 70 ½ or older to give directly to their favorite charities.
A Catholic Foundation Donor-Advised Fund or Endowment Fund
Funds established with The Catholic Foundation of Greater Philadelphia are invested in accordance with Catholic Church teachings, and can be an effective way for you to use tax-advantaged assets to make a positive impact for generations.
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The information on this page 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.