Become a Legacy Donor – Catholic Charities San Bernardino and Riverside Counties

You know us. You know what we do and the significance of our mission and work in our local communities. Our ongoing care for the most vulnerable depends on those that support us today to support us into the future. People like you!

Planned Giving is simply thinking ahead about your estate and charitable giving in a way that benefits you, your family, and the future of Catholic Charities. Legacy gifts do not have to be overly complicated. Please consult with your Trusted Estate Advisor for questions specific to your financial situation, and here are some ideas for you to consider:

BEQUESTS

Include language in your will or trust designating Catholic Charities as a beneficiary. This may be a dollar amount, a percentage of your estate/assets, or a specific asset.

IRA CHARITABLE ROLLOVER GIFT

If you are 70½ or older, rather than taking the full IRA Minimum Distribution (RMD), you can direct your IRA administrator to distribute a gift from your IRA to Catholic Charities.

INSURANCE POLICIES

Designate Catholic Charities as beneficiary of all or a portion of a life insurance policy.

RETIREMENT ASSETS

Name Catholic Charities as a beneficiary of your retirement account.

REAL ESTATE & STOCKS

A gift of these assets to Catholic Charities are also considered charitable contributions.

MORE COMPLICATED GIFTS

With the support of a trusted financial advisor, other planned giving options include Charitable Gift Annuities, Charitable Remainder Trusts, Family Charitable Lead Trusts, and Life Estate Reserved.

Legacy Gifts may be undesignated or designated by the donor.
Opportunities for Legacy Gifts include the following:

UNDESIGNATED GENERAL SUPPORT

Undesignated or unrestricted contributions provide us with the greatest flexibility to respond today and move toward the future. These funds provide Catholic Charities with the ability to dedicate resources to address the greatest needs of the organization and in the community.

PROGRAM SUPPORT

Designate your legacy gift to one or more of Catholic Charities’ core programs.

Family & Community Services
Immigration Services
Counseling Services
Homeless Outreach Services
New Programs

CATHOLIC CHARITIES’ GENERAL ENDOWMENT

Contributions provide general support for the mission and work of Catholic Charities in the two-county region. Endowed funds are gifts that just keep giving. The corpus of the total fund generates investment return. A limited percentage of the investment income can be used in any year to address the needs of the organization.

CATHOLIC CHARITIES’ ENDOWMENT SUB-FUNDS

Designate your legacy gift to one or more of Catholic Charities’ endowed sub-funds.

Nicholas & Sophia Kosta Education Fund
Children’s Fund
Homeless Prevention Fund
Family Strengthening Fund
New Americans Fund
Coachella Valley Fund

Also, donors have the option to name an existing fund or in consultation with Catholic Charities to establish and name a new fund with a minimum contribution of $25K.

Catholic Charities is a 501(c)3 nonprofit public benefit corporation organized under the Nonprofit Public Benefit Corporation Law for charitable purposes. The purpose of this corporation is to fight poverty and its consequences with crisis intervention services and by strengthening families resulting in new opportunities and changed futures.