Ways to Make a Planned Gift
There are many ways you can make a meaningful impact on the lives of the people we serve at Catholic Charities through gift and estate planning. You can make a planned gift through:
- Wills and trusts
- Donor-advised fund
- Retirement plan
- IRA rollover
- Stock and appreciated assets
Bequest
A bequest is a gift you can make to support Catholic Charities of the Archdiocese of Chicago’s mission in your will or living trust or with a codicil.
A bequest allows you to continue to use the property you will leave to us during your life and make a lasting impact on our work after you are gone.
Below is language you can use to make a bequest to support our cause. A bequest allows you to continue to use the property you will leave to us during your life and make a lasting impact on our work after you are gone.
1. Specific Bequest
If you are considering making an outright bequest to Catholic Charities of the Archdiocese of Chicago, we recommend the following language:
Bequest of a Specific Dollar Amount
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Catholic Charities of the Archdiocese of Chicago, a nonprofit organization located at 721 North LaSalle, Chicago, IL 60654, Federal Tax ID #36-2170821, for Catholic Charities of the Archdiocese of Chicago’s general use and purpose.
2. Percentage Bequest
If you are considering making a bequest of a percentage of your estate to Catholic Charities of the Archdiocese of Chicago, we recommend the following language:
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Catholic Charities of the Archdiocese of Chicago, a nonprofit organization located at 721 North LaSalle, Chicago, IL 60654, Federal Tax ID #36-2170821, for Catholic Charities of the Archdiocese of Chicago’s general use and purpose.
3. Residual Bequest
I hereby give, devise and bequeath to Catholic Charities of the Archdiocese of Chicago, a nonprofit organization located at 721 North LaSalle, Chicago, IL 60654, Federal Tax ID #36-2170821, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Catholic Charities of the Archdiocese of Chicago’s general use and purpose.
4. Contingent Bequest
If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Catholic Charities of the Archdiocese of Chicago, a nonprofit organization located at 721 North LaSalle, Chicago, IL 60654, Federal Tax ID #36-2170821, DESCRIPTION OF PROPERTY to be used for Catholic Charities of the Archdiocese of Chicago’s general use and purpose.
Please contact us if you have any questions about how to make a bequest to Catholic Charities of the Archdiocese of Chicago or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us. If you have included a bequest for Catholic Charities of the Archdiocese of Chicago in your estate plan, please contact us to let us know. We want to thank you and recognize you for your gift.
An Invitation to Join Legacy of Hope
Making a gift in your will can translate into a profound legacy. The Legacy of Hope Society honors those who include us in a will, trust, or other planned gift.
The support of our generous donors enables us to serve thousands daily, touching the lives of 374,000 people annually across Cook and Lake counties. Catholic Charities is essential to our region’s social safety net, providing food and emergency financial assistance for people most in need, promoting the well-being of mothers and their children, creating supportive communities, and connecting seniors to needed services and supports.
Our staff and volunteers serve with hope and courageous compassion each day, witnessing mercy and hope to a world in need. Your estate gift will enable this mission to continue for years to come.
Members of our Legacy of Hope Society are listed in our annual report (except where anonymity is requested) and presented with a signed certificate. As a member, you will also be invited to special events and programs.
Contact Us
Contact us today to learn more about the benefits of joining the Legacy of Hope Society. We would also greatly appreciate it if you could give us your feedback to help us enhance our service to you.
Andrea Wynne, Associate Vice President – Principal and Legacy Giving
[email protected] or call (312) 948-6810.