Giving Opportunities that Align with Your Values

Shape The Future Of Faithful Communities

Planned giving through the Foundation is about creating opportunities for charitable giving that align with your values and maximize your giving potential. As a Catholic community foundation, we believe charitable giving is a way to demonstrate our love for Christ and one another.
How We Create Your Plan

By the Numbers

Over $100 Million

in assets under management

Over $5 Million

distributed annually

More than 500

charitable funds

Over 30

ways to give

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Immediate Pass Through Gifts

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Charitable Wealth Transfer Plan

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Donor Advised Fund

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Donor Designated Fund

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Charitable Gift Annuity

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Charitable Life Estate

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Charitable Remainder Trust

Testimonials

Your generosity holds the key to transforming your community. Our role is to help you accomplish your charitable goals.

“The Foundation helped me make a lasting gift to my Parish – one that was permanent and self-sustaining rather than a one-time gift.”

Legacy Gift

“My parents believed that a Catholic education was an important avenue to securing opportunities for our future. We want to reflect the same commitment, so we partnered with the Foundation, who helped us establish a scholarship fund that helps more students be able to attend Catholic School.”

Scholarship

“I’m retired and I wanted to simplify the way I gave to my church and other charities. The Foundation manages my paperwork and lets me support organizations important to me. Now, I can focus on all the other things I want to do in my retirement.”

Donor Advised Fund

“I wanted to give a gift to my parish now – not after I’m gone. With the Foundation, I get to see the impact my contribution makes.”

Charitable Gift Annuity

“My children no longer live in the area – and had no plans to move back. We didn’t want to burden them with selling our property from afar. The Foundation did all the work and increased our annual income.”

Charitable Life Estate

“Now that I’m over 73 years old, I must take distributions from my IRA, which significantly increases my taxable income. The Foundation offers solutions to offset the tax burden and created a lasting, impactful gift.”

Immediate Pass-Through Gifts

“Our children and grandchildren are so important to us. We wanted to give more to them and our church, and the Foundation helped us to preserve wealth for our heirs.”

Testamentary Charitable Trust

Gift Acceptance & Facilitation

Strategic giving options offer choice and flexibility. From gifts of agricultural assets and real estate to appreciated stock and charitable distributions from IRAs, we make it possible for anyone to give and create a lasting impact.
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Personalized Giving Based On You

With the Foundation, your plan is as unique as you are. We help you to leverage gifts strategically and unlock significant tax benefits and potential income.

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Create A Lasting Legacy

You may have a cause that’s been close to your heart for years, or you may want to explore ways to make a long-term impact. Whatever your charitable goals may be, our team can work with your professional advisors to assist with wills, estate planning, and gift facilitation.
Charitable Gift Planning

“O God, grant that whatever good things I have, I may share generously with those who have not, and whatever good things I do not have, I may request humbly from those who do.”

St. Thomas Aquinas

We invite you to reach out