Other Giving Options

Make an Impact for Generations to Come

Along with Endowments and Donor Advised Funds, there are other ways to leave a lasting legacy that improves the lives of those whom the Archdiocese of Baltimore serves.

BEQUEST

Gifts from your will or trust

You can leave a specific dollar amount or bequeath a portion of your estate after distributions.

RETIREMENT PLAN DISTRIBUTION

By naming the Catholic Community Foundation as a beneficiary of your 401k, IRA or other qualified retirement plan, your heirs will avoid the potential double taxation on the assets left in your retirement account.

CHARITABLE GIFT ANNUITY

In return for a gift, you can receive a lifelong stream of income, receive a tax deduction, and the remaining balance will be passed on to the Foundation upon the death of the beneficiary.

 

CHARITABLE REMAINDER TRUST

You make an irrevocable contribution of cash or securities to the Foundation. Your chosen trustee pays income from the trust to designated beneficiaries for life or a set term of years. At the death of the last beneficiary, the principal is distributed to an endowment fund within the Foundation specified by you

CHARITABLE LEAD TRUST

A lead trust holds appreciating assets for a designated period and makes regular payments to the Foundation. At the end of the trust’s term, all remaining assets are distributed to your designated beneficiaries with reduced gift and estate tax. A lead trust can be structured to totally eliminate estate and gift taxes on trust assets.

LIFE INSURANCE

If you purchased a life insurance policy to meet a financial responsibility that has since been met, gifting it may be a means to provide support to your parish, Catholic school, or ministry, and to realize an immediate tax deduction.

Benefits

There are Funds that provide income, Funds that can cost you nothing, and Funds that offer tax benefits – all while supporting a worthy cause.

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Get Started

Setting up a Fund is a simple process. Begin to establish your legacy now!

Get Started

Contribute to a Fund

Not ready to establish a Fund? Consider donating to any of over 400 established Endowments and Donor Advised Funds.

Donate

For Financial Advisors

Resources for Financial professionals to incorporate Endowments and Donor Advised Funds into a wealth planning strategy. 

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