Planned Giving

Gift Annuities – By establishing a gift annuity, you can receive an annual lifetime income in exchange for a cash gift, securities or property, and at the same time possibly reduce capital gains taxes and even provide tax-free returns of the principal.

Life Insurance Policies – By donating a life insurance policy to the Catholic Foundation, you can direct the proceeds, cash value of the policy, or any portion of it to benefit the Foundation for either restricted or unrestricted purposes. Select a link below.