Create Your Legacy
Contact: David Russo, Senior Director of Planned Giving
A gift for Catholic Charities of Santa Clara County in your will, trust or other plans will ensure that our community’s most vulnerable will continue to have help and hope for years to come. Catholic Charities is a 501(c)(3) nonprofit organization, and our taxpayer identification number is 94-2762269 There are many different ways you can arrange a meaningful gift to Catholic Charities, and we have described the most common gifts below.
If you are considering a legacy gift, we would be delighted to confidentially discuss your questions. If you have already included Catholic Charities in your plan, please let us know so that we can thank you and invite you to join our Circle of Hope. Please contact David Russo, Senior Director of Planned Giving, at email@example.com or (408) 325-5248. Of course, we always recommend you work with your advisors to determine which gift(s) is most appropriate for you.
Gifts Through A Will or Trust
This is one of the most common types of planned gifts. You can arrange to leave Catholic Charities a specific dollar amount or asset, a percentage of your estate, or the remainder after specific gifts to loved ones have been made.
Gifts Through A Retirement Plan or Life Insurance
You can name Catholic Charities as the beneficiary of your individual retirement account (IRA), 401(k), 403(b), donor advised fund (DAF), life insurance policy or other account. These gifts are easy to arrange or modify. Simply complete a beneficiary designation form from your plan administrator to name Catholic Charities a beneficiary of all or part of your retirement account or life insurance policy. If the retirement assets are tax-deferred, the portion left to Catholic Charities will not be subject to tax.
Gifts of Real Estate
There are several options for donating real property that Catholic Charities will sell to fund the fight against poverty. Donate your land now, or leave it to Catholic Charities after your lifetime through your will or trust. You may also be able to donate a remainder interest that allows you to continue using your property for the rest of your life or transfer your property into a charitable remainder trust that provides you with income for the rest of your life. This is a great solution for those who are house rich, but cash poor.
Gifts That Provide Income
It is possible to establish a gift with cash, appreciated securities or real estate that will support Catholic Charities in the future. These options can provide you or a loved one with regular payments, a significant charitable income tax deduction and avoidance of all or part of capital gain taxes.
We Want to Thank You
If you have included a gift for Catholic Charities in your estate plan, please let us know so that we can thank you for your special commitment. We will be honored to include you as a member of our Circle of Hope, anonymously if you prefer, and invite you to exclusive events.
Useful Information for Advisors
Our official name is: Catholic Charities of Santa Clara County
Address: 2625 Zanker Road, San Jose, CA 95134
Phone: (408) 325-5248
Taxpayer identification number: 94-2762269