You are at: Planned Giving > Gift Options > How to Give
Giving can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.
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Bequest
You designate your parish, Catholic school or ministry endowment fund as the beneficiary of your asset by will, trust or beneficiary designation form.
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IRA Rollover
Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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Beneficiary Designation Gifts
You can designate your parish, Catholic school or ministry endowment fund as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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Charitable Gift Annuity
You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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Charitable Remainder Unitrust
You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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Charitable Remainder Annuity Trust
You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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Charitable Lead Trust
You fund a trust that makes gifts to your parish, Catholic school or ministry endowment fund for a number of years. Your family receives the trust remainder at substantial tax savings.
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Sale and Unitrust
You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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Give It Twice Trust
You provide your children with a stream of income while making a gift to charity.
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Life Estate Reserved
You give your property to our organization but retain the right to use the property during your life.
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