advancementfoundation.planmygift.orgCharitable Giving | the Catholic Diocese of Fort Worth Advancement

FoundationPlanned Giving Home Popular Gifts Wills and Living Trusts Beneficiary Designations Income Gifts Charitable Gift Annuities Charitable Remainder Trusts Smart Ways to Give IRA Charitable Rollover Memorials and Tribute Gifts Real Estate Endowed Gifts Charitable Lead Trusts More Resources Why We Give Legacy Society For Professional Advisors Contact Us Planned Giving A Legacy of Promise Plan a Gift Based on My... Giving Amount Under $25,000 $25,000 to $99,999 $100,000 to $999,999 $1 million or more Under $25,000 The most popular options for a gift in this range: Outright Gift of Cash Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations $25,000 to $99,999 The most popular options for a gift in this range: Outright Gift of Cash Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations $100,000 to $999,999 The most popular options for a gift in this range: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Charitable Gift Annuity Outright Gift of Life Insurance Charitable Remainder Trust Charitable Lead Trust $1 million or more The most popular options for a gift in this range: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Charitable Remainder Trust Charitable Lead Trust Age Under 40 40-54 55-69 70+ Under 40 The best gift options for you: Outright Gift of Cash Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations 40-54 The best gift options for you: Outright Gift of Cash Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations 55-69 The best gift options for you: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations Outright Gift of Real Estate Charitable Remainder Trust Charitable Lead Trust 70+ The best gift options for you: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Gift Annuity Beneficiary Designations Make a Gift Tax-Free With an IRA Outright Gift of Life Insurance Outright Gift of Real Estate Charitable Remainder Trust Charitable Lead Trust Assets Cash Appreciated Securities Retirement Plan Assets Life Insurance Real Estate Tangible Personal Property Cash Most popular ways to give this asset: Outright Gift of Cash Gift in Your Will or Living Trust Charitable Gift Annuity Charitable Remainder Trust Charitable Lead Trust Appreciated Securities Most popular ways to give this asset: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Gift Annuity Charitable Remainder Trust Charitable Lead Trust Retirement Plan Assets Most popular ways to give this asset: Beneficiary Designations Make a Gift Tax-Free With an IRA Charitable Remainder Trust Life Insurance Most popular ways to give this asset: Outright Gift of Life Insurance Beneficiary Designations Real Estate Most popular ways to give this asset: Outright Gift of Real Estate Gift in Your Will or Living Trust Charitable Gift Annuity Charitable Remainder Trust Charitable Lead Trust Tangible Personal Property Most popular ways to give this asset: Outright Gift or Bargain Sale Gift in Your Will or Living Trust Charitable Gift Annuity Charitable Remainder Trust Not Sure How to Get Started? Take Our Short Quiz Join our legacy society today and see how your gift to the Diocese of Fort Worth makes a lasting impact. Learn How to Join Your Gifts at Work Our donors are philanthropists in the finest sense of the word. Through their help, we’ve been making the world a better place. Read Their Stories What’s New in Planned Giving? Highest Rates in 16 Years: The Amazing Benefits of the Charitable Gift Annuity Legacy Society View All Articles Our Purpose To educate, motivate and invigorate Stewardship, to garner resources in a fiscally transparent and responsible manner, and to manage and distribute solicited gifts for the immediate and long term needs of the faith community of the Diocese of Fort Worth. 201 Main Street, Suite 1198 Fort Worth, TX 76102 Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance. © Advancement Foundation - Catholic Diocese of...