Planned Giving
Goals & Benefits
Goals & Benefits
There are many ways to support Catholic Charities Diocese of San Diego. These options will help you achieve different goals.
|
Your Goal |
Your Strategy |
Your Benefits |
|---|---|---|
|
Make an important impact to Catholic Charities that doesn't cost you anything during your lifetime, but that is priceless as part of the legacy that you leave behind. |
Include a gift from your will or trust (cash, specific property, or a share of the estate). |
A great way to provide resources that help Catholic Charities. |
|
Avoid capital gains liability and take an income tax deduction. |
Use gifts of stock or appreciated securities instead of cash to make your gift. |
Buy low and give high — while avoiding capital gains tax. |
|
Leave more of your estate to your heirs. |
Name Catholic Charities as beneficiary of your retirement plan and leave less-taxed assets to family. |
Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs. |
|
Create a long-term gift that won't draw funds from your estate. |
Create a new life insurance policy or donate a paid-up policy of coverage you no longer need. |
Increase your ability to make a significant gift to Catholic Charities. |