721 N. LaSalle
Chicago, IL 60654
Fax: (312) 655-0605
Providing Help and Hope Through Planned Gifts to Catholic Charities
The planned giving program at Catholic Charities can help you leave a legacy of help and hope for the clients that we serve. Our program includes gifts that you can make while you are living and vehicles for making gifts at death. We will work with you to create the best plan for your individual situation. Please call Margaret Hughes, Associate Director of Annual Fund, at 312-655-7012 for more information on planned giving with Catholic Charities.
Catholic Charities’ Tax Identification number and a copy of our 501(c)(3) letter are available upon request.
To view Catholic Charities’ planned giving newsletter, A Legacy of Help and Hope, please click here.
The following planned giving opportunities are available at Catholic Charities:
One of the simplest ways to make a planned gift is to include Catholic Charities in your will or trust. For sample language and Catholic Charities’ legal name and correct address to include, please click here.
Charitable Gift Annuities
Making a gift to Catholic Charities through a charitable gift annuity provides you with annuity payments for the remainder of your lifetime, with the remaining amount of your gift going to Catholic Charities at your death. The annuity rate is based on your age at the time that you make your gift.
Beneficiary Designations for IRAs, 401(k)s and life insurance
It is quite simple to include Catholic Charities as a beneficiary of your IRA, 401(K) or life insurance policy. All that you have to do is request a beneficiary designation form from your plan administrator. When you complete the form, simply name Catholic Charities as a beneficiary. You can name Catholic Charities as the full beneficiary or as a partial beneficiary, which allows you to include other charities and/or people. You will also need Catholic Charities’ tax identification number, which can be provided upon request.
Charitable Remainder Trusts
Including Catholic Charities as a remainder-beneficiary of a Charitable Remainder Trust may be an option for you. When you make a gift of assets, usually appreciated property or stock, to a trust, you can receive either a fixed or variable percentage each year of the value of the trust assets for your lifetime or for a period of years. These gifts provide current income tax savings, capital gains tax savings, and they frequently save estate taxes too. Charitable remainder trusts enable donors who own highly appreciated low yield assets to make a gif and also increase their return for their lifetime.
Please note, Catholic Charities does not act as trustee for charitable remainder trusts.
Charitable Lead Trusts
A Charitable lead trust may be an option for donating to Catholic Charities now, and leaving a lump sum to children or others after a set period of time.
Please note, Catholic Charities does not act as trustee for charitable lead trusts.
Gifts of Real Property
Catholic Charities will consider donations of real property on a case by case basis. Please contact us to discuss a particular property and to learn about the process for a property donation.