Partner with the Catholic Community Foundation to make an impact in a way that appeals to your faith, values, and interests. Explore our various giving instruments below.
A Donor Advised Fund is your personal charitable giving account. It is an easy, tax-smart way of giving back. Upon contributing cash, stocks, or other assets to your fund, you can receive an immediate tax deduction and then choose which parish, school, or charity to distribute funds to, all while we handle the paperwork.
Click here for more information on Donor Advised Funds.
You don't have to be rich to be generous. A bequest gift in a will is major philanthropy almost anyone can do. With good stewardship, a relatively modest bequest from a middle-income estate invested in an endowment with the foundation will grow into a small fortune within a few decades.
Click here for more information on wills and bequests.
Endowment funds are to our parishes, schools, or nonprofit ministries what retirement funds are to an individual: set aside resources for the future. Endowments provide perpetual support
to the organization according to the desires of the donor.
Click here for more information on endowments.
A donation of securities (stocks, bonds or mutual funds) offers you advantages and significant tax savings. If your securities have appreciated and you have held them for at least 12 months, you can deduct the full fair market value and not pay capital gains taxes. We make it easy to make a securities transfer.
Click here for the stock transfer form.
To ensure your legacy gift goes to the charities you care about most, you can name the Catholic Community Foundation as the beneficiary of your retirement plan and your life insurance policies. It's easy to do. In many cases, updating beneficiaries may be completed online or via a simple form. Multiple beneficiaries may be named.
Simply add the following verbiage to your life insurance and/or IRA beneficiary forms:
Catholic Community Foundation Archdiocese of New Orleans, or its successor organization, located at 7887 Walmsley Ave., New Orleans, LA 70125, Federal Tax ID #72-0840256, for the benefit of [NAME OF YOUR SPECIFIED PARISH, SCHOOL, MINISTRY, OR ORGANIZATION].
NOTE: Be sure to include any specific designations or restrictions for particular uses of the funds (for example, building fund, scholarship, etc.).
Additionally, you can make a Qualified Charitable Distribution (QCD) directly from your IRA custodian to the Foundation for the benefit of your favorite ministries, which reduces your taxable income. Click here for information on charitable giving through IRAs.
Charitable Gift Annuities (CGAs) provide you with fixed income payments for life, no matter how long you live. At the end of your life, the remainder of the annuity benefits the organization(s) you designate. You may also choose a Deferred Charitable Gift Annuity to begin receiving income payments at a later date and higher rate.
Click here for more information on Charitable Gift Annuities.
Charitable Trusts are legal entities that provide support to your favorite causes while providing gains for you or your loved ones.
A Charitable Lead Trust (CLT) generates income for your charity of choice over a set number of years, after which you or your loved ones regain ownership of the assets.
A Charitable Remainder Trust (CRT) provides you or a loved one with annual income for years or your lifetime; afterward, the trust remainder is transferred to support your favorite organization’s mission.
Click here for more information on trusts.
Aspiring Scholars is a 501(c)3 offering scholarship assistance for Catholic education through the State of Louisiana Tuition Donation Credit Program. You can give your state tax liability to fund scholarship opportunities and claim a 95% credit on your state income tax.
To learn more visit www.aspiringscholarsla.org
If you are interested in making a donation to a specific cause or organization, please get in touch with us. We have a range of funds, scholarships, and endowments that you may be interested in contributing to.
Furthermore, you can choose to donate through our Women's Giving Circle or participate in the #iGiveCatholic giving day on #GivingTuesday.
A charitable bequest in your will is one of the simplest and most impactful ways for you to establish a legacy with your favorite organizations. Donors can bequeath specific items, specific sums of money, or a percentage of their estate. This can be done alongside making provisions in your will for loved ones. You can have it both ways: Ensure the financial well-being of your family and provide for the charities that you love.
Click here for more information.
Creating a gift in your estate plan is easier than ever thanks to our relationship with FreeWill.com. In 20 minutes or less, you can write a legal will for free, and include the necessary language to support your parish, alma mater, or favorite nonprofit ministry. Get started on your free will here. (Disclaimer)
If you do not have a relationship with an attorney or tax and estate practitioner, a member of our Professional Advisors Council can help you include your favorite Catholic organizations in your estate plan.
DAFs provide you with a centralized, efficient, and accessible repository to manage your charitable giving. Gifts of cash, securities, or other appreciated assets may be gifted into a DAF, and a minimum of $10,000 is needed to begin the fund. You may recommend grants from the fund at any time to organizations; no minimum annual distributions are required and additional contributions may be made at any time. Grants can be made to any 501(c)3 organization provided its mission does not conflict with Catholic teachings.
Click here for more information.
Endowment funds are to our parishes, schools, or nonprofit ministries what retirement funds are to an individual: set-aside resources for the future. Once established with a minimum gift of $10,000, anyone can make additional contributions to a fund in any dollar amount. You may establish an endowment to benefit a single or multiple organizations through the annual distribution.
Click here for more information.
A gift of appreciated securities (including stock, bonds, and mutual funds) generally provides you a full market value tax deduction. When compared with selling the securities and donating after-tax proceeds, this provides an increased gift and tax deduction through avoiding long-term capital gains.
Click here for a stock transfer form.
Naming an organization as a beneficiary of your insurance policy or retirement account allows these gifts to pass to the charity outside your will. Additionally, naming an organization as both owner and beneficiary of an insurance policy can provide immediate tax benefits to you. In many cases, updating beneficiaries may be completed online or via a simple form and multiple beneficiaries may be named.
Your IRA can be a tool to help meet your generosity goals. By using a QCD and instructing your IRA custodian to send a distribution directly to the Catholic Community Foundation:
You do not have to count this distribution as taxable income
Your gift qualifies for any Minimum Distribution Requirements
Then, you simply direct the Foundation to pay funds out to your cherished ministries.
Giving through your IRA is a great way to donate and save taxes at the same time.
For more information or to notify the Foundation of a QCD you plan to make for an archdiocesan parish, school, or ministry, download this flyer.
CGAs provide you with fixed income payments for life, no matter how long you live. At the end of your life, the remainder of the annuity benefits the organization(s) you designate. You may also choose a Deferred Charitable Gift Annuity to begin receiving income payments at a later date and higher rate.
Click here for more information.
Charitable Trusts are legal entities which provide support to your favorite causes while providing gains for you or your loved ones. A Charitable Lead Trust (CLT) generates income for your charity of choice over a set number of years, after which you or your loved ones regain ownership of the assets. A Charitable Remainder Trust (CRT) provides you or a loved one with annual income for a period of years or your lifetime; afterwards, the trust remainder is transferred to support your favorite organization’s mission.
Click here for more information.
The Catholic Community Foundation, Office of Catholic Schools, and the Archdiocese of New Orleans have partnered to launch the Aspiring Scholars program. Aspiring Scholars is a 501(c)3 School Tuition Organization offering low- to moderate-income families scholarship assistance for Catholic education through the State of Louisiana Tuition Donation Credit Program.
Individuals or businesses can give all or a portion of their state tax liability to fund scholarship opportunities, directly benefiting children in our community. Donors to Aspiring Scholars can claim a 95% credit on their state income taxes.
To learn more visit www.aspiringscholarsla.org
or contact
Julie Talbot [email protected]