Planned, or deferred, gifts can provide significant benefits to you and your loved ones now and in the future, while benefiting the Church for generations to come. Some popular planned giving vehicles include:
- bequests
- gifts of retirement assets
- gifts of life insurance
- gifts of real estate
- charitable gift annuities
- deferred gift annuities
- charitable remainder trusts
- charitable remainder unitrusts
The Catholic Foundation will work with you and your financial advisors to create a gift plan that works for you. For more information, contact Josh Diedrich, Executive Director, at (920) 272-8197 or 1-877-500-3580, ext. 8197, or e-mail us.