Planned Giving PDF Print E-mail

There are many creative ways a person can make a great gift to a Catholic organization that benefits both the giver and receiver. Below a few ways to give wisely, the This e-mail address is being protected from spambots. You need JavaScript enabled to view it to determine which type of gift and Catholic Charity fits you.

Below are a few documents to help Catholics in the Diocese of Dodge City begin planning their Will with Catholic values in mind.
How to Host a Planned Giving Seminar
Will Planning Booklet
Kansas Catholic Bishops Press Release ~ Declaration on Life & Natural Death
Catholic Declaration on Life & Natural Death ~ Attachment to Will
Durable Power of Attorney for Health Care Decisions
Gift through a Will
The sizzle
  • A gift through a Will is simple to make.
  • A donor can retain the gift during his or her lifetime.
  • A donor can change the beneficiary, amount or form by creating a new or modifying an existing will.
  • An estate has a charitable deduction for the value of the gift.
Giving with Life Insurance
The sizzle
  • Immediate deduction of the policy value.
  • Premiums paid by a donor after the gift of the policy are deductible.
  • Assignment removes the policy from the estate.
  • A donor can make a significant gift he or she may not be able to make during a lifetime.
Giving with a Gift Annuity
The sizzle
  • Transfer cash or marketable securities to the Diocese
  • Donor receives an income tax deduction and may save capital gains tax.
  • The Diocese pays a fixed amount each year to the donor or to anyone  named for life.
  • A portion of these payments can be tax-free.
  • When the gift annuity ends, its remaining principal passes to the Diocese or preferred Catholic Charity set by a the donor.
Giving Appreciated Property
The sizzle
  • Transfer your vacation home or other property out of your estate to a favorite Catholic Organization.
  • Reduces Income Taxes by: Deduction for contribution.
  • You give a large gift you may otherwise not be able to make.
Charitable Lead Annuity Trust
The sizzle
  • Transfer cash, securities, or other property to a trust
  • Receive an income tax deduction and pay no capital gains tax.
    • During this term, the trust pays a percentage of its value each year to the donor or anyone.
  • When the trust ends, its remaining principal passes to a parish, diocese, or preferred Catholic Charity.
Charitable Remainder Unitrust
The sizzle
  • Transfer cash, securities, or other property to a trust
  • Receive an income tax deduction and pay no capital gains tax.
    • During this term, the trust pays a percentage of its value each year to the donor or anyone.
  • When the trust ends, its remaining principal passes to a parish, diocese, or preferred Catholic Charity.

 

A donor can retain the property
and income during his or her
lifetime.
A donor can change the
beneficiary, amount or form by
creating a new will.
An estate has a charitable
deduction for the value of the gift.
 

Diocese of Dodge City
910 Central
PO Box 137
Dodge City, KS 67801
(620) 227-1500
dcdiocese@dcdiocese.org

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