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The Catholic Foundation of the Archdiocese of Boston

"The LORD is my shepherd; I shall not want. "
A Psalm of David.

Charitable Gift Planning

Goals and Benefits


Your Goals

Your Strategy

Your Benefits

Maximize your deduction; minimize the gift details

Use cash to make your gift to the Foundation

Claim your deduction against a larger portion of your adjusted gross income, and make an immediate impact on the Foundation

Afford a larger gift to the Foundation – and avoid capital gains liability

Give appreciated securities or bonds held over one year

Buy low and give high – while avoiding capital gains tax

Make a gift for the Foundation 's future that doesn't affect your cash flow or portfolio now

Put a bequest in your will (cash, specific property, or a share of the estate residue)

Today – a gift that costs you and your family nothing

Tomorrow – an estate tax deduction

Retain income benefits from the assets you give to the Foundation – and thus afford a larger gift

Create a charitable gift annuity or a charitable remainder trust

Receive income for your lifetime; receive a charitable deduction; diversify your holdings

Reduce high tax liability now; gain additional income later

Establish a deferred gift annuity

A larger deduction and a higher income rate than our other life-income gifts offer

Tap one of the most valuable assets in your portfolio to make a gift to the Foundation

Use real estate to make your gift to the Foundation

Avoid capital gains tax, receive an income tax deduction – and have the option of a gift that doesn't affect your lifestyle

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren

Create a charitable lead trust which supports programs at the the Foundation for a fixed, finite period with the principal going to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family

Locate an overlooked asset that you can easily give to the Foundation

Name the Foundation as beneficiary of your retirement plan, leave other assets to family

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs

Make an endowment gift from income rather than capital

Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need

Increase your ability to make a significant gift to the Foundation

The Catholic Foundation of the Archdiocese of Boston
2121 Commonwealth Avenue
Bishop Peterson Hall
Brighton , MA 02135
617-779-3700
Email: Giving@rcab.org


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