What is Planned Giving?
Planned giving is a gift option for the young and old, the rich and those with fewer resources, those with cash and those with stock, real estate, and tangible personal property. It is even for those with modest goals like establishing an endowed family fund compared to those with larger aspirations like underwriting the cost of a new parish center or food pantry.1
Planned giving is a gift option that is never out of fashion and one that stands strong in the face of a weak economy or an unsettled real estate market.2 The vital work of funding our Diocesan services continues even in the face of economic uncertainty, and your financial support is essential to deliver these services and programing throughout the years. Establishing a planned gift will help our Diocesan parishes and ministries to continue their life saving and soul saving work in good times and in challenging times.
1 Planned Giving, Fourth Edition, A Guide to Fundraising and Philanthropy, Jordan and Quynn
2 Planned Giving, Fourth Edition, A Guide to Fundraising and Philanthropy, Jordan and Quynn
Hear From Our Donors
The Diocese of Raleigh has many generous benefactors who through their Legacy gifts, have provided many opportunities to parishes, schools and Diocesan ministries.
Read more about how their gifts have made an impact.
Do You Have a Planned Giving Strategy?
A well-planned, intentional strategy for your giving can make all the difference. At the Foundation of the Diocese of Raleigh, our primary purpose is to help generous people like you create a giving strategy based on the tenets of our Catholic Faith. Centuries old tenants, even ancient, ever new, that empower you to be more faithful, generous, and purposeful about your giving.
If you want to give with more impact, cultivate unity in your family, and leave a legacy of generosity, let’s start a conversation.
Planned Giving Specialist Donna Ashcraft, CAP, FCEP is available to work with you to determine which path is right for you. This could be via a Life Income Gift, a Future Gift, or Outright Gifts that will enable you as the donor to use your assets.
Below is an overview of the categories of the various Gift options available:
- Outright Gifts - IRA/Qualified Charitable Distribution (QCD), Stock or Securities Transfer.
- Life Income Gifts: Charitable Gift Annuity, Donor Designated (non-advised) Fund, Charitable Lead Trust, Charitable Remainder Trust.
- Future Gifts - Charitable Bequest, Charitable Life Insurance Policy, Real Estate.
If you would like to learn more about the Planned Giving options available to you, please reach out to Donna Ashcraft, donna@foundationdor.org, 919-568-1067.
Already included us in your estate plan?
