Legacy gifts provide a clear path forward for the Catholic Schools Foundation’’s critical work. Additionally, these gifts allow you to take care of your family, provide gifts to loved ones, and include a charitable gift for the Catholic Schools Foundation. We can help you find the best way to make your gift that fits your plan, your values, and your budget!
Estate planning can entail difficult choices, but once your plan is in place, it provides a sense of relief and peace of mind. You’ll know that you have done your best to plan and provide for yourself and for loved ones, as well as for the causes you’ve cared about during your lifetime.
It’s really never too early – or too late – to do retirement planning. With this in mind, CSF offers the following list of basic points to consider.
A gift plan can provide you substantial tax benefits, especially when you give stock or real estate. Depending on your situation, you may save income taxes, capital gains taxes, probate expenses, and estate taxes.