Planned Giving

You have the ability to provide a broader spectrum of support to Catholic Charities. By including us in your estate plans, you can leave a lasting legacy of compassion and love in the Diocese. There are many ways to share your blessings with those less fortunate. Through thoughtful planning, you can choose the option that works best for you and your loved ones.

What To Give

Cash: A Popular Gift
We commonly receive gifts in the form of cash, checks and electronic transfers. Cash gifts can be convenient for many people and are easily recorded through receipts and bank records. Remember that it is important to save all receipts for tax purposes.

Non-Cash Gifts: Enjoy More Savings
Many supporters choose to make their charitable gifts in forms other than cash. Popular examples include:

  • Securities (Stocks, Bonds, Mutual Funds)
  • Retirement Plan Distributions
  • Life Insurance Policies
  • Real Estate
  • Other Items of Value (Jewelry, Artwork, Collections, Antiques, Automobiles, etc.)

You may find a gift of property other than cash to be an attractive option. Giving in this way can enable you to make gifts while conserving cash for other uses.  You may also enjoy greater tax savings when making gifts in this way. 

To learn more about these options and which one may be the best fit for you, please call Karen Becker at 608.519.8002 or Rochelle Nicks at 608.519.8026 for more information.