Donor Resources

The Catholic Foundation can help you determine how to make a planned gift in your will or estate plans, how to establish a named endowment fund for the cause, parish, or organization most important to you, and how to create a donor-advised-fund to handle your charitable giving now. Please spend time on the Planned Giving section of this website for resources to help you plan, especially the “Plan Your Will” section. You may also click on one of the links below to see some of the agreements:

Donor Agreement for Named Endowments
Investment Strategy Agreement
Donor Advised Fund Agreement
Bequest Language

One of the most vital resources we can offer is the personal attention of our staff. Please call the office if you would like to learn how we can be of assistance. All assistance is without charge. You may also find helpful information in the planned giving section of this website and the GiftLegacy e-newsletter, a bi-weekly source of information on tax laws and planned giving, which you can sign up to receive.

“I am giving in memory of my mother, who, although she had seven children, still went to mass every day.”
– a Foundation donor