Planned Giving
For Professional Advisors
For Professional Advisors
Contact Us
Important Tools
- Sample Gift Language
- Sample Codicil
- Stock Transfer Form
- Goals and Benefits
- Frequently Asked Questions
Gifts Anyone Can Make
As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.
We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.
Please feel free to contact us directly for information or assistance on a confidential basis.
Legal Name: Catholic Charities Diocese of San Diego
Incorporated in: San Diego, CA
Goals & Benefits
Glossary