Gifts That Make an Impact Now

A donor-advised fund (DAF) is often administered by a financial services company or a community foundation. It allows you to combine the most favorable tax benefits with the flexibility to easily support Catholic Extension Society.

You can easily recommend a grant from your donor-advised fund (DAF) today. Simply click the link below to find your fund:

When you give a memorial or tribute gift to Catholic Extension Society to honor someone special, you’re expressing your love, admiration and gratitude in one of the most meaningful ways there is. Your gift will honor your loved one, create a lasting tribute and build up transformative Catholic faith communities across America.

Transferring stocks, bonds, and mutual funds that have appreciated in value is an excellent way to create your legacy with Catholic Extension Society. You may claim an immediate income tax deduction for the full, appreciated value of the securities (up to a maximum of 30% of your adjusted gross income) and avoid paying the capital gains tax on any increase in value.

Here’s how it works:

1. Inform your broker in writing that you wish to give appreciated securities to Catholic Extension Society. View our stock transfer instructions to provide specific information your broker will need to know when transferring your securities.
2. Please let us know in advance that you have initiated a transfer of securities to Catholic Extension Society by contacting Steve Bochenek at (312) 795-6062 or sbochenek@catholicextension.org. This will help ensure efficient transmittal and proper acknowledgment of your gift for income tax purposes.
3. Instruct your broker to include your name in the delivery instructions so that we can give you the proper tax receipt and accurately identify your gift.

For electronic transfer of stock, instruct your broker to transfer your shares directly to The Catholic Extension Society’s brokerage account using the information below:

To send cash donations to Catholic Extension Society, instruct your broker to wire your donation to Catholic Extension Society account below:

Would you like to maximize the impact of your giving and encourage other supporters to mobilize on behalf of Catholic Extension Society? Consider sponsoring a matching gift challenge. Donate a pool of funds to Catholic Extension Society, from which we will match any donation made within a given period of time. In this way, you can double the impact of your giving.

Here’s how it works:

• You must be age 70 ½ or older.
• An individual may transfer up to a total of $105,000 per year, and a married couple may give up to $210,000.
• An individual may take a one-time QCD up to $53,000 to fund a charitable gift annuity (CGA) or charitable remainder trust (CRT).
• Your gift must be transferred directly from the IRA account to Catholic Extension Society.
• Because your gift is a direct transfer of funds from your IRA to Catholic Extension Society, it does not create taxable income for you and is not considered a charitable tax deduction.
• If you are 73 and older, the transfer of funds counts towards your annual Required Minimum Distribution* from your IRA.

LEARN MORE ABOUT QUALIFIED CHARITABLE DISTRIBUTIONS

If you are interested in this popular way to support Catholic Extension Society, download a sample letter for your IRA administrator here.