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Planned Giving

Supporting Catholic Charities for years to come

What is Planned Giving?

Planned giving is a donor’s intent to contribute a major gift to an organization, beyond their lifetime. Unlike an annual gift, a planned gift secures the support needed to advance the mission of Catholic Charities of Northeast Kansas. The help, hope, and hospitality shown by a donor through planned giving can make a monumental impact for generations to come.

Planned giving is a way to make a charitable gift that is also favorable to you. While its primary purpose is to help the charitable cause of your choice, its secondary purpose may be for you to enjoy the personal financial or family benefits that certain plans can provide to you.

Types of Planned Giving

Salt of the Earth Legacy Society

Our Salt of the Earth legacy society is a special group of individuals who are dedicated to maintaining Catholic Charities’ mission for years to come. These individuals have included Catholic Charities of Northeast Kansas in their estate plans through a planned gift.

“You are the salt of the earth….You are the light of the world.” Matthew 5:13-16

Real Estate: (Home, Land or Farms) – Immediate or Transfer-on-Death

Real estate property can be sold with proceeds given to Catholic Charities of Northeast Kansas, or the property can be deeded to our organization. Oftentimes, sale of the real estate with the charity designated as the beneficiary is the most efficient method of supporting Catholic Charities.

IRA RMD: Qualified Charitable Distribution (QCD)

Required minimum distributions (RMDs) are the minimum amounts you must withdraw from your retirement accounts each year. You generally must start taking withdrawals from your traditional IRA, SEP IRA, SIMPLE IRA and retirement plan accounts when you reach age 72 (73 if you reach age 72 after Dec. 31, 2022). You can donate the required withdrawal to Catholic Charities of Northeast Kansas.

Estate: Will or Trust

Catholic Charities of Northeast Kansas can be named as the beneficiary, or one of the beneficiaries, of your Estate. Charitable Remainder Trusts are individual trusts funded with cash, securities, real estate or other appreciated property. They distribute either a fixed dollar amount of income (a charitable remainder annuity trust) or a variable amount (a charitable table remainder unitrust) for a set term of years, the lifetimes of the beneficiaries or a combination of the two. Then the charitable organization receives the remainder of the trust assets.

Please include this language if you would like to name Catholic Charities of Northeast Kansas as a beneficiary: “I give and bequeath the sum of $ ___________ (or ________% of my estate) to Catholic Charities Foundation of Northeast Kansas to be used for its general purposes.”

Life Insurance or Retirement Accounts – Full or Partial Beneficiary

Catholic Charities of Northeast Kansas can be named as the beneficiary, or one of the beneficiaries, of a Life Insurance Policy or Retirement Account.

Bank Account – Pay-on-Death

Catholic Charities of Northeast Kansas can be named as the beneficiary, or one of the beneficiaries, of single or multiple bank accounts (checking, savings or money market).

Stocks, Bonds & Mutual Fund Shares

You can contribute long-term appreciated securities to Catholic Charities of Northeast Kansas, such as stocks, bonds or mutual funds. When you do this, you receive a deduction based on the full present fair market value, and you avoid the capital gains tax you would have owed had you sold the assets.

To make a Stock Gift, please fill out this form and follow the instructions.

Charitable Gift Annuities – Pay Lifetime, Tax-Favored Income

Charitable gift annuities can be a good option for donors who want to make a charitable contribution but also want a stable source of income in return. The income payments from a charitable gift annuity may be tax-free or partially tax-free, depending on the terms of the contract and the donor’s tax situation.

Gifts of Mineral Rights, Royalties or Trust Income

Royalties from copyrights, patents, and oil, gas and mineral properties are taxable as ordinary income, along with any Trust income, unless donated to a charity as the beneficiary upon death.

Gift of High Value Art or Other Assets

Donations of art, a prized collection, antiques, or other assets that you have owned for more than one year can be donated to Catholic Charities of Northeast Kansas. This may enable you to potentially eliminate capital gains taxes and claim a current year income tax deduction.

Retained Life Estate

You can make a gift to a charitable organization of your personal residence and still continue to dwell in it as long as you live. A gift of your home, farm, vacation home or condominium, even if you retain the right to live there, results in a charitable deduction on your income tax return.

*Legal Disclaimer: Catholic Charities of Northeast Kansas advises anyone considering a planned gift to consult with their attorney, financial advisor and/or tax consultant to understand the most appropriate strategy for remembering Catholic Charities and decreasing tax implications in their Estate plans.

Contact Us

Use the form below to contact the Catholic Charities Development team.
If you are interested or have questions regarding volunteer work, visit our Volunteer page.
Otherwise, please submit any other questions to our general Contact Catholic Charities page.

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