Gift Planning

66 Brooks Drive

Braintree, MA 02184

Secretariat: Institutional Advancement

Parent Office: Catholic Foundation

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Plan-a-Gift Gifts Anyone Can Afford Gifts That Pay You Income Gifts That Protect Your Assets

Compare Gift Plans Goals & Benefits

For Professional Advisors Estate Planning Section Will Planning Wizard Personal Calculators

Richard Ely

Director of Gift Planning and Stewardship

Office: 617-779-3702

Gift Planning

Compare Gift Plans

Click on up to three gift plans that interest you to learn more about how they can help you and us reach our goals.

Gifts Anyone Can Afford

Gifts by Will or Living Trust Give to Roman Catholic Archdiocese of Boston without affecting your cash flow during your lifetime.
Gifts of Retirement Plans Your retirement plan may be worth more when donated to RCAB than to your heirs.
Gifts of Appreciated Securities The IRS allows you one of its most significant tax breaks for gifts of appreciated securities. Here's information on how to transfer these assets to RCAB.
Gifts of Life Insurance Create a significant endowment for RCAB without dipping into your capital assets.
Gifts of Real Estate Make a substantial gift to RCAB through a transfer of residential, commercial or undeveloped real estate.
Gifts of Personal Property Donate books, artwork or equipment and secure an income tax deduction.

Charitable Gift Annuity Receive a fixed payout and significant tax benefits.
Deferred Gift Annuity Build retirement earnings by deferring the onset of annuity payments (recommended for younger donors).
Charitable Remainder Annuity Trusts Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.
Charitable Remainder Unitrusts Choose from several options that best meet your personal financial situation.

Charitable Bargain Sales This part-gift/part-sale transaction gives you a charitable deduction plus cash to purchase other property.
Retained Life Estate You can donate your home to RCAB and continue to live there rent-free.
Charitable Lead Trusts Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.

The material presented on this website is not offered as legal or tax advice.
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