Benefits

Did you know there are creative ways to establish and donate to a Fund that will benefit you and your faith at the same time?

Such giving techniques are called “planned gifts,” because with thoughtful planning, you create win-win solutions for you and your parish, Catholic school or favorite ministry within the Archdiocese of Baltimore. For example:

  • You can make a gift that costs nothing during your lifetime
  • You can give stock and realize larger tax savings
  • You can get a monthly paycheck for life in return for your gift

Your Goal

Your Strategy

Your Benefits

Make an important impact to the Foundation that doesn’t cost you anything during your lifetime, but that is priceless as part of the legacy that you leave behind.

Make a bequest by including a gift from your will or trust (cash, specific property, or a share of the estate).

A great way to provide resources that help the Foundation maintain our traditions.

Leave more of your estate to your heirs.

Name the Foundation as beneficiary of your retirement plan, and leave less-taxed assets to family.

Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs. 

Continue to receive benefits back from the assets you give to the Foundation — and thus multiply your gift. 

Receive income for your lifetime, receive a charitable deduction, and diversify your holdings.

Reduce high tax liability now; gain additional income later.

Establish a deferred gift annuity.

Receive a larger deduction and a higher income rate than an immediate payment annuity.

Create a long-term gift that won’t draw funds from your estate.

Create a new life insurance policy, or donate a paid-up policy of coverage you no longer need.

Increase your ability to make a significant gift to the Foundation.

Reduce gift and estate taxes and leave more of your assets to your heirs.

Create a charitable lead trust to pay income to the Foundation for a fixed time, then pay the remainder to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.

Options For Your Legacy

Endowments and Donor Advised Funds offer different charitable giving options and benefits.
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