Contact: Alison Poetsch, Individual Giving Manager
Naming Catholic Charities of Santa Clara County as a beneficiary of your will, insurance policy, retirement plan, or trust creates a living legacy of generosity to those in need. These gifts can provide Catholic Charities with enduring support while offering you the opportunity to control your own legacy rather than letting the government choose it for you through the estate tax.
Catholic Charities' Circle of Hope honors individuals and families who have named Catholic Charities as a beneficiary. If you would like information about how to join, or if you have already included us in your estate planning, please contact Alison Poetsch, Individual Giving Manager, at (408) 325-5288 or apoetsch@CatholicCharitiesSCC.org.
Changes in the tax law and estate planning trends
For our donors who are interested in learning more about recent tax law changes and some trends in estate planning, please click on the link below. You will find an article from Berliner-Cohen, Attorneys, co-authored by Catholic Charities Emeritus Board member, Jim Cashman and Catholic Charities Board member, Sandra Sepulveda.
We also recommend consulting your attorney or tax advisor.