Giving Toolkit

Sample Beneficiary Designation

A Simple Way to Build Up Communities of Faith

 

To designate Catholic Extension 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

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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

I'm here to help

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