Legacy and Planned Giving

//Legacy and Planned Giving
Legacy and Planned Giving2018-07-18T17:45:03+00:00

Legacy and Planned Giving

A “Planned Gift” is a charitable gift requiring thought and planning that may affect your current financial and/or future resources. Planned Gifts offer various strategies that can help you to save on taxes or increase your income. They offer opportunities to provide for yourself and/or your family while allowing you to support the mission and programs of an organization that embodies your values and represents what’s most important to you, now and in the future.

Have you felt that you would like to support the present and future work and programs of Catholic Charities and that you would be ready to do this if you knew a way to do so? Have you been thinking about leaving a legacy that will convey your most important values? There ARE many creative ways to support our mission and programs AND earn income for yourself or your loved ones. We describe many of them on our easy to understand site below.

Leave a gift in your will to ensure a brighter tomorrow.

Contact us now to speak to a Planned Giving representative who will be glad to help you. 667-600-2026.

John Kirby
Director, Planned Giving
320 Cathedral Street
Baltimore, MD 21201

Phone: 667-600-2026 or toll-free 1-866-486-6140
Fax: 410-576-2179
E-mail: jkirby@cc-md.org


Alicia Stanley
Associate Director, Planned and Program Gifts
320 Cathedral Street
Baltimore, MD 21201

Phone: 667-600-2025 or toll-free 1-866-486-6140
Fax: 410-576-2179
E-mail: astanley@cc-md.org

Planned Giving Opportunities

Tailor a planned gift to Catholic Charities that suits your needs.

If your goal is to make a quick and easy gift, this is the best option. Simply write a check or make an online donation now.

Your benefits are:

  • Immediate income tax deduction.
  • Removal of assets from future taxable estate.

If your goal is to avoid tax on long-term capital gains, this is a great option. To make the gift, contact us and we will help you with your contribution of long-term appreciated stock or other securities.

Your benefits are:

  • Immediate charitable deduction
  • Avoidance of long-term capital gains.

Click here to learn more>>

If your goal is to defer a gift until after your death, this is a great option. Just name Catholic Charities in your will or living trust. (Designate a specific amount, percentage or share of the residue.) Contact us and we will be happy to help you.

Your benefits are:

  • Control and use of your assets for a lifetime
  • Federal and state estate tax deduction.

If your goal is to supplement income with steady payments that are partially tax-free, please contact us and we will be happy to help you establish a charitable gift annuity with Catholic Charities that pays a set amount for life.

Your benefits are:

  • Current savings on income taxes.
  • Fixed payments for life for one or two individuals.

If your goal is to avoid income and estate taxation on IRAs and other retirement plans, simply name Catholic Charities as the beneficiary of your retirement account. Please contact us to assist you.

Your benefits are:

  • Allows you to make a charitable gift with the most highly taxed assets, leaving better assets for family.

If your goal is to make a gift of property and generate an income tax deduction, contact us and we will be happy to help you donate the property to Catholic Charities.

Your benefits are:

  • Immediate income tax deduction
  • Reduction or elimination of long-term capital gains tax.

If your goal is to make a large gift with little cost to you, contact us and we will assist you to transfer the ownership of a life insurance policy to Catholic Charities or designate Catholic Charities as the beneficiary.

Your benefits are:

  • Current income tax reduction (for transfers of ownership)
  • Estate tax deduction and possible future income tax deductions to pay for future premiums.

If your goal is to share your enjoyment of a collection or other personal items and receive an immediate tax reduction, contact us and we can help you donate tangible personal property related to our tax-exempt function.

Your benefits are:

  • Immediate charitable income tax deduction for the property donated.

If your goal is to secure a payment stream for life or a term of years, contact us and we will assist you in creating a trust that pays a fixed or variable amount annually.

Your benefits are:

  • Variable or fixed income for life.
  • Immediate income tax charitable deduction.

If your goal is to reduce gift and estate tax assets you pass to children or grandchildren, contact us and we will help you to create a charitable trust that pays fixed or variable amounts annually to Catholic Charities for a specific term of years; principal passes to heir(s).

Your benefits are:

  • Reduction of taxable estate.
  • Property remaining for family passes with reduced gift taxes.

Other Resources

Download our free PDF Directions.

Catholic Charities administers many human service programs within the geographic area of the Archdiocese of Baltimore. If you are unsure whether or not a program named in a will is a Catholic Charities program, please visit our complete list of programs. If you are the executor for an estate in which Catholic Charities or one of our programs has been named as a beneficiary, please address all correspondence to:

John Kirby
Director, Planned Giving

320 Cathedral Street
Baltimore, MD 21201

Phone: 667-600-2026 or toll-free 1-866-486-6140
Fax: 410-576-2179
E-mail: jkirby@cc-md.org

Catholic Charities is exempt from federal income tax and is classified as a 501(c)(3) organization. The Federal Taxpayer Identification number for Catholic Charities is 52-0591538.

Download our Planned Giving Opportunitites Chart.

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