Giving From Your Donor-Advised Fund
Make an outright gift from your donor-advised fund OR name us as the ultimate beneficiary of the remainder in the fund.
This gift plan makes sense for those strategic givers who want to contribute to God's work in a way that also benefits their heirs and minimizes their tax bill.
How It Works
- Name the Catholic Church as a beneficiary of your donor-advised fund (DAF).
- Make grants from your fund to the ministries you choose, when and in the amount you want.
- The balance in your fund passes to the Catholic Church when the fund terminates.
- During your lifetime you can also make grants to the Church from your donor-advised fund. See how a DAF works.
Benefits
- Involve your children and pass on a heritage of joyful stewardship.
- Maintain flexibility to change beneficiaries if your needs change during your lifetime.
- You can also direct your DAF to other charitable causes.
Next
- More detail on Donor-Advised Funds.
- Frequently asked questions on Donor-Advised Funds.
- Contact us so we can assist you through every step.