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Gifts That Protect Your Assets

Increased income may not be your primary objective. Instead, as your needs and lifestyle change, you may be wondering how you will deal with some highly appreciated property or a growing family business. Will taxes consume much of the value that you have worked so hard to grow? Will anything be left for you and your family?

New! Limited Time Gift Opportunities Due to Low IRS Discount Rate

We have several options that help you meet your personal goals, save on taxes, and make a gift to the Catholic Community Foundation at the same time.

The Benefits

Here are some of the benefits you can take advantage of:

Popular Giving Arrangements

Charitable Bargain Sale
Your lifestyle is changing. You want to make a gift to us, but you also need cash to meet your obligations, or an assured stream of income for retirement. Learn more about a Charitable Bargain Sale.

Retained Life Estate
Your home is your biggest asset. How can you make a gift to us and continue living there? Learn more about a Retained Life Estate.

Charitable Lead Trust
Your hard work has paid off and your business is growing. How can you preserve some of its value for your family? Learn more about a Charitable Lead Trust.


We can show you creative ways to use your assets to benefit the Catholic Community Foundation, while at the same time preserving the benefits of those assets for you and your family.



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