Planned Giving
Through giving to the Catholic Charities Appeal, you truly change lives. Remember the Catholic Charities Appeal in your will and continue the tradition of giving hope to all. We partner with The Catholic Foundation of Greater Philadelphia to handle planned giving to the Appeal.
Making a bequest gift is easy: If you would like to name the Catholic Charities Appeal in your will or trust, consider using the following text:
“I, [name], of [city, state, ZIP], give, devise and bequeath to the Catholic Charities Appeal, 222 North 17th Street, Philadelphia, PA 19103 TAX ID 23-1530528 [written amount, percentage of estate, or description of property] for its general charitable purposes.”
Do you need to make a will? Create your legacy in 20 minutes and ensure peace of mind and security for you and your loved ones for free, click here.
Have you already included the Catholic Charities Appeal in your will? Let us know here.
The Catholic Charities Appeal accepts other types of planned gifts as well.
Stock and Securities
When you gift stocks and other securities directly to Catholic Charities Appeal, you make an outsized impact without taking money directly out of your bank account. Plus, neither you nor Catholic Charities Appeal will be taxed on the gains for appreciated assets you donate.
Meet your giving goals, enjoy potential tax benefits, and contribute to the change you want to see. That’s a triple-win. Click here to learn more or make a gift of stocks or other securities today.
Qualified Charitable Distributions
Qualified Charitable Distributions (QCDs), also known as IRA Charitable Rollovers, are the savviest way for individuals age 70½ or older to use their IRAs to maximize their charitable impact.
Whether you want to make a QCD gift to the Catholic Charities Appeal today, request a tax acknowledgment letter for a gift already made, or just learn more about QCDs, click here.
Considering another way to include Catholic Charities Appeal in your financial or estate plans? Please call 215.587.5650 or email cca@thecfgp.org to learn more.