Donor Advised Funds – Make it easier to manage your donations.  It’s like having your own family foundation – without the hassle. You name your fund, enjoy the tax benefits, and then, you recommend grant checks be sent to your favorite charities—on your timetable. more…

Endowments – An endowment is a gift that lasts forever. The original principal of the gift is invested and earnings from the endowment are used to benefit one or more of your favorite charities (such as your parish, school, or other Catholic organization) forever. more…

Unrestricted Gifts - Offer the broadest option for your charitable giving. Donors allow CCF to use these gifts to respond to the most pressing needs in the community. more…

Add To An Existing Fund – Is there an organization you support that already has a fund with CCF?  If so, you can add a gift of any amount to that fund.  more…

GIFTS THAT GIVE BACK – LIFE INCOME GIFTS

Charitable Gift Annuities – In exchange for your gift, you receive fixed income payments for the rest of your life—at rates of 6% to 11%. You name the charity to benefit from your gift (such as your parish or school) after your lifetime and receive tax benefits.  It’s a better way to give…and receive!  more…

Charitable Lead Trusts – Allow you to make a gift that pays your favorite charitable organization an income for life or for a certain number of years, then the corpus of your gift is returned to you or your heirs.  Great tax advantages.  more…

Charitable Remainder Trusts – Ideal for individuals with highly appreciated assets—like farmland or stocks worth $100,000 or more.  These gifts offer donors extra tax advantages—while allowing the donor to set the life income rate they would like to receive (generally 5%-8%).  They also name the charity to ultimately benefit from their gift after their lifetime.  A true legacy gift!  more…

Deferred Gift Annuity – Allow you to give now and receive more later.  Similar to a charitable gift annuity, except that by deferring the start of income payments, the donor receives a higher rate (7%-18%).  more…

GIFTS THAT BEAR FRUIT LATER – DEFERRED GIFTS

Testamentary Gifts – Arrangements for a gift to be made upon your death.  For instance, a bequest of any size can be left in your will or you may name a charity as beneficiary of a retirement account and/or insurance policy.  more…

Retained Life Estate Gifts – Allow you to transfer ownership of your home (or other property) today, capitalize on tax advantages – and you can continue live there during your lifetime.  more…

SET UP A PARISH OR ORGANIZATIONAL FUND

Agency Funds – Allow parishes, Catholic schools or organizations associated with the Archdiocese to capitalize on long-term investment strategies in a diversified portfolio managed by professionals.  more...

Designated Beneficiary Funds – Supports specific named parishes, schools or organizations you wish to support.  more…

For more information or questions - Contact Us.