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
-
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.
Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
Stephen: We were really having a tough time determining how to best split our estate until we received a mailing from the gift planning office at our favorite charity. The mailer talked about testamentary charitable remainder unitrusts. The brochure really sparked our interest.
The testamentary charitable remainder unitrust was a new concept to Karen and Stephen.
Karen: I didn't realize that there was a way we could stretch our assets so that we could accomplish both goals of leaving an inheritance to our kids and making a substantial gift to charity.
Stephen and Karen established a testamentary charitable unitrust as part of their estate plan. Their plan will transfer their retirement accounts to fund a unitrust after their lifetimes. This trust will provide a steady stream of payments to their son and daughter for a term of 20 years. At the end of 20 years, the trust balance will be transferred to our organization to further our work.
Stephen: We are thrilled that we are able to use our retirement accounts during our lives and that when we no longer need them, we can use these savings to provide our family with payments for a long time and then support our favorite charities.
Is a testamentary charitable remainder unitrust right for you?
Retirement accounts, such as an IRA or 401(k), make great gifts to fund a testamentary charitable remainder unitrust. The trust will provide income to family while also benefiting charity. If you have questions about this gift option, please give us a call.
*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your benefits may be different, you may want to click here to view a color example of your benefits.
