Planned Giving
Maximize your philanthropic goals
- Make a difference in people's lives and always be remembered for your contribution
- Benefit yourself, your family and Fellowship of Catholic University Students with your planned gift
- Help us fulfill our mission for many years and generations to come
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Help further our mission with the
IRA Charitable Rollover
ACT NOW! If you are 70½ or older, avoid taxes on transfers of up to $100,000 from your IRA
Learn More -
Planned Giving
Maximize your philanthropic goals
- Make a difference in people's lives and always be remembered for your contribution
- Benefit yourself, your family and Fellowship of Catholic University Students with your planned gift
- Help us fulfill our mission for many years and generations to come
-
You know it's better to give than to receive.
What if you could do both?
Learn More -
Free Wills Guide
Are you starting to plan your End of Year Giving?
Planning early can provide you with a lot of benefits: you can save money, you can make sure your family is happy and you can gain peace of mind. There is another kind of plan — a personalized estate plan - that can provide you with the same benefits. Click here to learn how we can help you develop your estate plan.
Transferable on Death (TOD) Gifts
Harold: Jeanne and I have always felt a strong connection to Fellowship of Catholic University Students and their work. Over the years we have seen the organization grow and help so many people. We wanted to make sure that they have the means to continue to grow for years to come.
Jeanne: We talked to our investment advisor about planning goals and explained that we wanted to support Fellowship of Catholic University Students. Our advisor suggested a simple solution — naming Fellowship of Catholic University Students as a beneficiary of one of our mutual funds.
Marcus, who was Harold and Jeanne's investment advisor, suggested that Harold and Jeanne use a "transferable on death" or "TOD" form. Marcus explained that because Harold and Jeanne jointly owned the account, the TOD beneficiary designation form would ensure that they can benefit from the mutual fund during their joint lives, that the survivor of the two of them would continue to own the mutual fund for the rest of the survivor's life, and that after both pass away, the mutual fund would be transferred to Fellowship of Catholic University Students. Marcus provided the proper TOD beneficiary designation form, and Harold and Jeanne were easily able to complete the paperwork before they left Marcus's office.Jeanne: We talked to our investment advisor about planning goals and explained that we wanted to support Fellowship of Catholic University Students. Our advisor suggested a simple solution — naming Fellowship of Catholic University Students as a beneficiary of one of our mutual funds.
Jeanne: We really liked Marcus's idea. Making a TOD gift was simple to set up and will let us continue to use the mutual fund to meet our needs in retirement.
Harold: I like knowing that if I pass away, Jeanne will have enough to meet her needs. We both like knowing that Fellowship of Catholic University Students will receive the mutual fund after both of us pass away. We couldn't be happier with our giving strategy.
Harold: I like knowing that if I pass away, Jeanne will have enough to meet her needs. We both like knowing that Fellowship of Catholic University Students will receive the mutual fund after both of us pass away. We couldn't be happier with our giving strategy.
Is a transferable on death (TOD) gift right for you?
If you own stocks, bonds or mutual funds and would like to make a gift to leave a legacy and support Fellowship of Catholic University Students, consider a transfer on death gifting strategy. If you have questions about transfer on death giving strategies, please contact us. We would be happy to assist you and answer any questions that you have.
*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since the benefits of a TOD gift may differ depending on your personal circumstances, please consult with your legal, tax or financial advisor.
