Planned or Deferred Gifts

Planned, or deferred, gifts can provide significant benefits to you and your loved ones now and in the future, while benefiting the Church for generations to come. Some popular planned giving vehicles include:

  • bequests
  • gifts of retirement assets
  • gifts of life insurance
  • gifts of real estate
  • charitable gift annuities
  • deferred gift annuities
  • charitable remainder trusts
  • charitable remainder unitrusts

The Catholic Foundation will work with you and your financial advisors to create a gift plan that works for you. For more information, contact Cindi Brawner, Executive Director of the Catholic Foundation, at (920) 272-8173 or 1-877-500-3580, ext. 8173, or e-mail us.