GIVE THROUGH YOUR TRUST OR WILL
Giving through your trust or will is a powerful way to leave a lasting impact on the causes and organizations that matter most to you. By including a charitable bequest in your estate plan, you can provide vital support to your favorite nonprofit or charity and make a difference long after you're gone. A charitable bequest allows you to designate a specific amount of money, property, or a percentage of your estate to a charitable organization or cause. This type of giving can also offer tax benefits to your estate and heirs, making it a wise financial decision as well as a philanthropic one. Whether you're passionate about education, refugee support, housing , or homelessness, a charitable bequest can help ensure that your values and priorities are carried on for generations to come.
The future of our organization will be built on today’s planned and deferred gifts. Together with our most faithful donors, we will continue to serve people in need for another 120 years.
If you have included Catholic Charities in your estate plans, or would like more information on how to, please contact us so we can welcome you as a member of our Legacy Society
Wills and Bequests
A gift through your will or trust is one of the most popular and flexible ways that you can support Catholic Charities.
Our suggested language for naming Catholic Charities in your will is:
“I hereby give ____________ (percentage, residuary share or specific amount or asset) to Catholic Charities, "2010 Bridge Blvd SW, Albuquerque, NM 87105"
A beneficiary designation gift is a simple and affordable way to make a gift to support Catholic Charities. You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
After a person's death, retirement accounts are exposed to income, and in some cases estate taxes, which at a combined rate could rise to 75% or higher. The only way to avoid these taxes on your retirement plan is to give those assets to a charity. By designating Catholic Charities as your beneficiary, you will ensure 100% of the value of your account benefits those we serve.
For Professional Advisors
We welcome the opportunity to assist you as you create your clients’ philanthropic objectives into well-crafted estate plans. Please feel free to contact us directly for information or assistance on a confidential basis.
Director of Advancement and Communication