Planned Giving
Legacy
Opportunities
Your planned gift will transform lives through our programs and services.
Request InformationA gift for Catholic Charities Diocese of Charlotte in your estate plan will continue to help people change their lives long into the future. There are a number of opportunities that will help you reach your financial and philanthropic goals, allowing you to plan for your future as well as the future work of Catholic Charities.
At Catholic Charities our mission is to nurture pathways to stability, dignity, and opportunity for anyone in need, regardless of race, gender, or religion.
Methods of Planned Giving
Outright gift
Make an immediate gift of cash, stocks, real estate, or other assets to support Catholic Charities today.
Form of Gift
- Cash
- Stocks/Securities
- Real Estate
- Insurance
Benefit to CCDOC
Perpetual interest income used to benefit the programs and services provided by Catholic Charities Diocese of Charlotte (CCDOC).
Benefit to You
- Income tax deduction
- No capital gains tax on appreciated gifts
Bequest
Include Catholic Charities in your will or estate plan to create a lasting legacy.
Form of Gift
- Cash
- Real Estate
- Personal Property
- Percentage of Estate
- Remainder of Estate
Benefit to CCDOC
Bequest will be held in perpetuity & invested to fund CCDOC needs as designated by the donor.
Benefit to You
- Possible estate tax deduction
- Opportunity to make a perpetual gift
Charitable Gift Annuities
Make a charitable gift that can provide fixed income payments for life while ultimately benefiting Catholic Charities.
Form of Gift
- Cash
- Stocks/Securities
- Real Estate
Benefit to CCDOC
- Cash
- Stocks/Securities
- Real Estate
Benefit to You
- Possible estate tax deduction
- Perpetual gift tax deduction
Insurance Policies
Name Catholic Charities as the owner or beneficiary of a life insurance policy to make a future charitable gift.
Form of Gift
Name CCDOC as the policy owner and/or beneficiary.
Benefit to CCDOC
Upon the death of the insured, remaining assets generate interest income to CCDOC.
Benefit to You
- Substantial future gift to CCDOC at manageable cost
- Income tax deduction for the value of the policy when transferred
- Premium payments may be deducted as gifts
Charitable Remainder Trusts
Transfer assets to a trust that can provide income to you or your beneficiaries, with the remainder going to Catholic Charities.
Form of Gift
- Cash
- Stocks/Securities
- Real Estate
Benefit to CCDOC
CCDOC receives full face value of policy upon death of the donor or may receive current surrender value prior to donor’s death.
Benefit to You
- Variable or fixed income
- Option to defer income
- Income tax deduction
- Reduction of estate tax
- No capital gains tax on appreciated gift
Charitable Lead Trusts
Provide trust income to Catholic Charities for a set period, after which the remaining assets return to you or your beneficiaries.
Form of Gift
- Cash
- Stocks/Securities
- Real Estate
Benefit to CCDOC
CCDOC receives current gift income to support the work named by the donor.
Benefit to You
- At the end of the trust period, principal returns to donor and heirs
- Principal can pass with little or no shrinkage
- Tax reduction
Retirement Plan/IRA
Name Catholic Charities as a beneficiary of your IRA or retirement plan to make a future gift through your estate.
Form of Gift
Name CCDOC as beneficiary of death benefits.
Benefit to CCDOC
Perpetual gift to help meet the immediate needs of CCDOC.
Benefit to You
- Opportunity to make a major gift
- Estate & income tax saving
How to Establish an Endowment
Create a lasting legacy with Catholic Charities Diocese of Charlotte. A named endowment can be established with a minimum gift of $25,000 and can support the ministry or area you care about most.
Our planned giving team can help you choose the best way to fund your endowment, including cash, stock, real estate, IRA assets, or a gift through your estate.
Add to an Existing Endowment
You may also make a gift to an existing Catholic Charities endowment during your lifetime or through your estate.
Named Endowment Funds Benefiting Catholic Charities (Click to see the complete list)
- Catholic Charities Endowment Fund — Provides for the general needs of Catholic Charities across the western half of North Carolina.
- Catholic Charities Elder Ministry Endowment Fund — Provides support for older adults served through Catholic Charities’ Elder Ministry.
- Catholic Charities ElderCare Endowment Fund — Provides support for Catholic Charities services for older adults.
- Catholic Charities Housing Endowment Fund — Provides housing-related financial assistance through Catholic Charities.
- Catholic Charities Veterans Endowment Fund — Provides support for Catholic Charities services for veterans and their families.
- Catholic Charities Western Region Endowment Fund — Provides support for Catholic Charities ministries and services in western North Carolina.
- Catholic Charities Western Region Fund for the Poor — Provides support for people in need in western North Carolina.
- Barbara G. and Francis R. McCarthy Endowment Fund
- Elizabeth Clark Children’s Home Endowment Fund
- Elizabeth Grace Felmly Endowment Fund — Provides for the programmatic needs of Catholic Charities in the Diocese of Charlotte.
- Frances C. & James C. Hickey Endowment Fund
- Raymond and Frances H. Heller Endowment Fund
- Lawrence and Patricia Hoblitz Family Endowment Fund
- Anonymous Catholic Charities Endowment Fund
- Robert D. and Mary Elizabeth McCartney Endowment Fund
- John M. and Mary E. O’Connor Endowment Fund
- George and Mary E. Philpot Endowment Fund
- Jean R. Kanach Catholic Charities Endowment Fund
- Sue Taylor/Lillian Fink Endowment Fund
- Earl and Audrey Mardian Endowment Fund
- Kathleen A. Troy Memorial Endowment Fund — Provides for burial assistance and the general needs of Catholic Charities in the Diocese of Charlotte.
- Mary Jane Whitney Catholic Charities Endowment Fund — Provides for the general needs of Catholic Charities.