Ways to Give

Type of Gift	Benefit to Church	Benefit to You
Bequest	Bequest could be a help in perpetuity and invested to fund Church needs	Posible estate tax deduction; Opportunity to make a perpetual gift
Charitable Gift Annuity	Assets not used to pay annuity to the donor or others, benefit the Church	Guaranteed fixed income for life; Portion of income is tax-free; Deferred income if desired; Possible income and estate tax deductions
Insurance Policy	Church receives full face value of policy upon death of the donor, or may receive current surrender value prior to donor's death	Income tax deduction for value of the policy when transferred; Premium payments may be deducted as gifts; possible income and estate tax deductions
Charitable Remainder Trust	Upon the death of donor or last surviving income beneficiary, remaining assets benefit the Church	Variable or fixed income; Deferred income if desired; Possible income and estate tax deductions
Charitable Lead Trust	Income for duration of trust and helps Church meet spiritual and human needs that exceed the capabilities of most parishes or schools	At the eend of trust period, principle returns to donor other beneficiaries; Principal can pass to others with little or no shrinkage from taxes; Possible income and estate tax deductions
Retirement/IRA	Significant gift upon death of donor	Estate and income tax savings may cover a substantial portion of the gift

The Importance of Using Professional Counsel - We always encourage prospective donors to seek the advice f professional counsel concerning the best giving option for them. We would welcome the opportunity to provide you or your attorney with additional information on any of the methods of giving described here.

The information presented in this brochure is an overview based upon current tax laws; it does not puport to be definitive. We hope it will help you find the most mutually advantageous way to create and leave a legacy through your gift to your parish, the Archdiocese or Catholic Charities.

Saying "Thank You" - Sometimes people include a bequest for their parish, the Archdiocese or Catholic Charities and we learn about it only after their death. We are so grateful to them, for they have helped to assure a brighter future for many, and we would have enjoyed expressing our gratitude while they were living. For us it is important to say "thank you" and, when possible, to do so in person.

If you decide to include your parish, the Archdiocese or Catholic Charities in your planning, please let us know. We want to say "thank you" and to thank God for you.