What is Planned Giving?
Planned giving is the strategic process of maximizing the impact of charitable giving and simultaneously achieving other personal and financial goals. It involves exploring key questions such as:
- What difference do you want to make through your giving?
- What are your current and long-term financial goals and needs?
- How can you reduce your current or future tax burden?
- How can you provide future support for your loved ones while supporting the causes you care about?
No matter your age or level of wealth, planned giving vehicles can be financially savvy tools for aligning your philanthropic, personal and financial objectives. For example, certain planned gifts can provide for your Diocesan parish, school or ministry today while also potentially providing you with tax savings. Other planned gifts can offer support to your parish and ministry tomorrow, free of any cost to you during your lifetime. Establishing a planned gift will help your Diocesan parish and ministry to continue its mission for the many generations of Catholics to come.
Through planned giving, your legacy of faith, hope, and generosity will live on in the life of the Church and those it serves.
Legacy Giving: A quiet faithful gift
Leaving a gift to the Catholic Church in your will is a beautiful way to express your faith and ensure that the ministries and missions you cherish continue for generations to come. Through planned giving, your legacy of faith, hope, and generosity will live on in the life of the Church and those it serves.
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 tenets, even ancient, ever new, that empower you to be more faithful, generous, and purposeful about your giving.
Below is an overview of popular planned giving options The Foundation offers:
- Bequest Intention
- Beneficiary Designation
- IRA Qualified Charitable Distribution (QCD)
- Appreciated Stock / Securities
- Donor Advised Fund
- Charitable Gift Annuity
- Charitable Remainder Unitrust
To learn more about the Planned Giving options that may be available to you, please reach out to Erika Boden, Director of Planned Giving, erika @foundationdor.org, 919-568-1065.
Already included us in your estate plan?
