Ways to Leave a Legacy to Catholic Charities n
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L eave a gift to Catholic Charities in your will. Designate a specific gift to exclusively benefit Catholic Charities.
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N ame Catholic Charities as the beneficiary or owner of a life insurance policy. You are able to help Catholic Charities, but by using assets you may have almost forgotten about, and in a way that didn’t affect your cash-flow or your family’s security.
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Catholic Charities, Diocese of Trenton, is extremely grateful for the legacy gifts received in 2013:
R emember loved ones with memorial gifts to Catholic Charities. If you have a family member or friend whose life has been touched by Catholic Charities, we hope you’ll consider making a gift to us in honor of that person. A rrange a Charitable Gift Annuity. Through a simple contract, you agree to make a donation of cash, stocks or other assets to Catholic Charities. In return, you (and someone else, if you choose) receive a fixed amount each year for the rest of your lifetime.
DOROTHY A. BREXENDORFF JOHN CONNOLLY ELIZABETH M. FINN MARION S. JANS
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onate cash, stocks or other D assets today while maintaining and possibly increasing income received for these assets while earning a tax benefit.
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Leave a specific percentage of your assets to Catholic Charities. Have your attorney add a clause or codicil to your will that designates what percentage of your total estate you want to donate to Catholic Charities. Name Catholic Charities as the beneficiary of your pension plan, IRA or 401K. Doing this can reduce the estate and income taxes that would go to the IRS. Encourage your attorney and financial planner to promote charitable giving to Catholic Charities. Encourage family and friends to leave legacy gifts to Catholic Charities.
FOR MORE INFORMATION, contact Nancy Tompkins, at 609-394-5181 x1161, or ntompkins@cctrenton.org.
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Disclaimer: Catholic Charities, Diocese of Trenton, is a human services organization and does not provide tax, legal or financial advice and strongly encourages all of our donors to seek counsel from their own legal and financial advisors.
NJWA Donates $10,000 to Help Sandy Victims New Jersey Wireless Association (NJWA) presented a check in the amount of $10,000 to Catholic Charities, Diocese of Trenton, for Hurricane Sandy victim relief. Nancy Tompkins, Director of Development, accepted the donation and gave brief remarks at a NJWA membership luncheon regarding her appreciation of the generous donation along with assuring those in attendance that the gift will be carefully stewarded to help Hurricane Sandy victims. NJWA President of the Board of Trustees, Michael Lee Foster, presented the check and commented, “We are pleased to support Catholic Charities, Diocese of Trenton and to help victims of Hurricane Sandy recover. We would also like to thank all of our corporate sponsors and members that supported our events in 2013 to make this donation possible.”
s Michael Lee Foster, NJWA President
of the Board of Trustees, with Nancy Tompkins, Director of Development
The Spirit — Winter 2013
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