Planned Giving
Planned Giving* is your legacy to help ensure the future of our Catholic faith. When you make a planned gift through The Catholic Foundation of Greater Philadelphia, you are providing for future support to the missions within the Church that are the most meaningful to you.
As you think about your legacy, our website is meant to serve as a helpful resource about estate planning and bequests. If you need help, we are here to assist you at every step. Please contact us.
Bequests
The easiest way to make a planned gift is through a bequest. If you would like to name CFGP in your will or trust, consider using the following text: “I, [name], of [city, state, ZIP], give, devise, and bequeath to The Catholic Foundation of Greater Philadelphia, 2133 Arch Street, Suite 400 Philadelphia, PA 19103 TAX ID 46-1566557 [written amount, percentage of estate, or description of property] for its general charitable purposes.”
Do you need to make a will? Create your legacy in 20 minutes and ensure peace of mind and security for you and your loved ones for free.
Have you already included CFGP in your will? Please let us know.
Here are other kinds of planned gifts:
Stocks and Securities
When you gift stocks and other securities directly to CFGP, you 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. Learn more or make a gift of stocks or other securities today.
Qualified Charitable Distributions
Qualified Charitable Distributions (QCDs), also known as IRA Charitable Rollovers, are the savviest way for individuals age 70½ or older to use their IRAs to maximize their charitable impact.
Whether you want to make a QCD gift to CFGP today, request a tax acknowledgment letter for a gift already made, or just learn more about QCDs, click here.
Opening a Fund with CFGP
A donor-advised fund is an excellent vehicle to make a planned gift. Please contact us to learn how easy it is to open and use your fund, and to ensure your legacy for future generations.
Considering another way to include CFGP in your financial or estate plans? Please let us know.
*As always, be sure to consult with an attorney or your financial advisor while making these decisions.