Giving Toolkit
Gifts from Donor-Advised Funds
Simplify Your Giving
During your lifetime, you can recommend a grant from your donor-advised fund to impact lives through Catholic Extension Society. If you would like to make a gift now through your DAF, simply click the link below to find your fund:
Create Your Legacy of Philanthropy
The final distribution of contributions remaining in your DAF after your lifetime can be designated when you create or update your fund.
If you decide to change your beneficiary designation, would you let us know? We would like to recognize you for your generosity and ensure that your gift is used as you intend.
Please don’t hesitate to get in touch if you have any questions about setting up your legacy gift or if you need more information.
6 ways you can make an impact with your donor-advised fund
Memorialize, honor, or commemorate a loved one or an event.
Avoid capital gains by first transferring appreciated stock to your DAF and then gifting it in minutes.
Teach your loved ones about charity and why you believe in giving back.
Build a sense of community (and make a bigger impact) by forming “giving circles” with other donor-advised fund owners including friends and family members.
Bundle your charitable gifts (doing so could result in an opportunity to itemize your deductions in the same year).
Leave all or a portion of your account to charity simply by changing your beneficiary designation.
We hope you will consider naming Catholic Extension Society as a beneficiary of your account. You may even designate Catholic Extension Society to receive a portion of the account value, leaving the remaining portion for your children or grandchildren to continue your legacy of philanthropy.
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