options for giving

Charitable Giving
Brochures Available

• bequests
• charitable gift annuities
• charitable lead trusts
• charitable remainder trusts
• comparison of benefits on giving
• insurance policies
• outright gifts
• retirement plan
• year-end giving
• 2006 year-end appeal
  • gifts help sidestep a double tax trap
  • planning your giving - 6 tips for year-end giving
  • tax savings really add up
  • turning securities into security

• growing gifts that keep giving
• how to make a will that works
• giving through charitable remainder trusts
• giving through charitable lead trusts
• giving securities
• better estate planning
• giving real estate
• giving through living trusts
• personal financial affairs record
• giving through life insurance
• giving through retirement plans
• giving through your will
• giving through gift annuities
• giving through life income plans

To order a brochure, please click on
INFORMATION REQUEST.

planned giving

tax advantages to giving

• benefits of giving
• bequests and memorials - a way to stand out and make a difference
• Build a retirement income in a charitable remainder trust  - take less, receive more
• does your home need a new home?
• four ways to make a difference
• how the catholc foundation is making a difference
• it is never too late to plan for the future
• leaving a legacy
• plan your way to a solid financial future by creating a charitable trust
• returnings god blessings
• taking the next step
• the advantage of planned giving:  a gift for every objective
• the spirit of philanthropy
  • what do fighting cancer, riding an elephant and setting up a scholarship have in common? 
  •  a winning triple play
  • a gift to satisfy three wishes
  • create a winning plan
• tips for a sound estate plan
• turning securities into security

• tax advantages
• gifts help side step a double tax trap
• tax savings really add up
• list of gift types  and benefits
• making their gifts the tax-smart way

will information

• new state?  different will?
• a will shows the  way
• how to create a will
• answers to common excuses for not making a will
• wills preserve a lifetime of values, giving you the last word
• make your mark, but sign your will
• life moves fast - keep your will up to speed