Through planned giving with the Catholic Community Foundation, you can increase your current income or provide additional retirement income, while earning a current tax deduction and fulfill your charitable interests.

GiftCalc, powered by PGCalc, allows you to run customized scenarios to see which planned giving options are best for you. Click here or on the GiftCalc button to use this tool, or Contact Us to connect with a Planned Giving Officer.

A summary of major types of planned gifts:

Charitable Gift Annuity: In exchange for your gift to charity, you and/or you and your spouse receive a fixed sum each year for life.

Deferred Gift Annuity: In exchange for your gift to charity, you and/or you and your spouse receive a fixed sum each year for life starting at a date you choose.

Charitable Remainder Unitrust: Your unitrust pays a fixed percentage of its value, determined each year, to you or others you name for life or a term of years. The remaining assets then go to charity.

Charitable Remainder Annuity Trust: Your trust pays a fixed dollar amount each year to you or others you name for life or a term of years. The remaining assets then go to charity.

Retained Life Estate: You deed your home or farm to charity, but retain the right to live in it for the rest of your life, a term of years, or a combination of the two.

Charitable Lead Unitrust: Your unitrust pays a fixed percentage of its value, determined each year, to charity for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.

Charitable Lead Annuity Trust: Your trust pays a fixed dollar amount each year to charity for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.