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
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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.
Deduction Calculator
Deduction calculations are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts. These calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals should consult a qualified professional advisor about their specific situation.
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Gift AnnuityThe charitable gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
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Annuity TrustAn annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.
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Annuity Trust for Term of 1 – 20 YearsAn annuity trust may pay a fixed amount of five percent or more of initial corpus for a term of one to twenty years. The annuity may be divided among two or more recipients.
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Deferred Gift AnnuityThe deferred gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
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Lead Annuity Trust for Term of 1 – 35 YearsThis lead annuity trust pays a fixed amount each year to a qualified charity for one to thirty-five years, with remainder to family or family trust.
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Lead Unitrust for Term of 1 – 35 YearsThis lead unitrust may pay any percentage amount to qualified charities for one to thirty-five years, with remainder to family or family trust.
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UnitrustThe tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.
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Unitrust for Term of 1 – 20 YearsA unitrust may pay five percent or more each year for a term of one to twenty years. The income may be divided among two or more recipients.
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