Giving Toolkit

For Trustees and Advisors

We are Here to Help Donors Accomplish Their Goals 

In your work as an advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients.

As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts.

We understand that gifts to charities such as Catholic Extension can be an important part of your clients’ overall financial and estate plans. That’s why we’re committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff — all working together to arrange the best gift possible.

Useful Legal Information

Legal name: The Catholic Church Extension Society of the United States of America
Address: 150 South Wacker Drive, Suite 2000, Chicago, IL 60606
Federal Tax ID number: 36-6000520

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

Learn About IRA Giving

Gift Calculator

I'm here to help

Fran Caan
Manager of Planned Giving
Phone: (800) 842-7804
Email: plannedgiving@catholicextension.org