Planned Giving is simply planning to make a difference with a charitable gift. Planned gifts can be made with cash, but many planned gifts are made by donating assets such as stocks or real estate. Planned gifts can provide valuable tax benefits and/or lifetime income for you and your spouse or other loved one. The most common planned gifts are bequests made through your will. Other popular planned gifts include charitable trusts and charitable gift annuities. Seeds of Hope has the St. Thomas Aquinas Legacy Society to honor generous supporters who are making a planned gift to benefit our students.
Below are brief descriptions of common planned gifts:
Bequests are the easiest form of charitable estate planning and enable you to name Seeds of Hope in your will.
Donor Advised Funds
The donor creates this fund for charitable purposes and receives tax benefits. The donor can then advise the fund about which charitable organizations should receive a grant from the fund. Donor advised funds are often held by community foundations such as the Catholic Foundation. Please contact Deacon Steve Stemper at the Catholic Foundation (303.468.9885) for more information.
Gifts of Life Insurance Plans and Retirement Accounts
These can be gifts of old or new life insurance plans or retirement accounts by naming Seeds of Hope as a beneficiary, and help guarantee a future gift to Seeds of Hope.
Life Income Gifts
Life income gifts such as gift annuities and charitable remainder trusts allow you to make a gift of cash or appreciated property to Seeds of Hope.
Real Estate Gifts
You can help us fulfill our mission by a donation of real property, either in full or with a retained life estate.
Gifts of stock – especially long-term appreciated stocks – provide benefits to Seeds of Hope while also benefiting you. After you have finalized plans for a stock gift and transfer, please use this Stock Transfer Form. Once completed, submit to DEspinoza@TheCatholicFoundation.com and your broker. We will honor requests for anonymity.
The Catholic Foundation is available to advise your Catholic charitable giving.
We would be happy to talk with you more about these options. Please contact Jay Clark at 303.715.3278 or by email at firstname.lastname@example.org for more information.
Submit with a postmark that is no later than Monday, December 31, 2019.
Submit to DMcarthy@TheCatholicFoundation.com.