Endowment Funds

Start An Endowment Fund

An immediate gift of $10,000 or more, in the form of cash, securities, life insurance or real estate, allows you to create your own endowment fund quickly and easily. We will prepare a simple agreement that specifies how you wish the endowment to be named and how the income will be used.

You, and others, may add to the fund at any time. Many people like to make contributions in honor of birthdays, anniversaries or other special occasions.

Endowment Fund by Request

Some people prefer to make their largest gifts through their will. To ensure that your charitable wishes are fulfilled, you may establish an endowment agreement early, and then allow the endowment to be funded later by your bequest.

We recommend that you consult an attorney or financial advisor for assistance in making a gift by a will.

Tax Advantages

Whichever way you choose to establish an endowment fund with the Catholic Foundation, your contributions will qualify for the maximum tax deductions allowed by law.

 

To learn more about starting an endowment fund and
other planned giving opportunities, please click here.