Giving Toolkit
Sample Beneficiary Designation
A Simple Way to Build Up Communities of Faith
To designate Catholic Extension Society as a beneficiary of a qualified retirement plan or other financial account, please use the following information:
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
For More Information
Before deciding about your estate plan, consult an estate planning attorney. To learn more about how your gift will be put to use, contact Fran Caan, Manager of Planned Giving, at (800) 842-7804 or plannedgiving@catholicextension.org.
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
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Fran Caan
Manager of Planned Giving
Phone: (800) 842-7804
Email: plannedgiving@catholicextension.org