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Sample Beneficiary Designation

Sample Beneficiary Designation

To designate Catholic Extension as a beneficiary of a retirement plan or other financial account, you will need to contact your plan’s administrator or your bank, and ask for their beneficiary designation form. When you fill it out, please use the following 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

If you are interested in supporting a specific area of our mission, it is best to discuss your plans with our Planned Giving team before completing your beneficiary designation form to confirm Catholic Extension can carry out your wishes.

Many beneficiary designation forms do not include space for restricting your gift. In that case, please contact us and we can separately document your wishes.

 

For More Information

We can work with you to tailor your contribution to support the areas of our mission most important to you. To learn more about how your gift can make a difference, contact Melissa Babcock, Director of Planned Giving, at (312) 795-6043 or mbabcock@catholicextension.org.

Please consult an attorney, financial advisor or other professional for assistance with creating your estate plan.