Planned giving unites personal and financial goals with charitable giving objectives. In many cases they offer the donor the opportunity to make an impactful gift to Catholic Charities West Virginia as it serves the poor and works to reduce poverty in West Virginia.
Planned gifts provide vital support and stability for Catholic Charities WV now and in the future. Planned charitable giving takes many forms; please consider an option that best suits your family. For more information please contact Patricia Phillips, Director of Development and Marketing at (304)905-9879.
Although not binding, Catholic Charities West Virginia would appreciate receiving your completed Confidential Letter of Intent regarding your planned gift. CCWVa hopes that recognizing you as a Heritage Benefactor will inspire others to do the same.
Cash, stock, bonds, mutual fund shares, real estate and other types of property.
Charitable estate tax deduction for full fair market value of donation at death. Amount given is not subject to federal estate tax.
Charitable organization named on beneficiary designation form.
Life insurance policy, retirement plan.
Charitable estate tax deduction for full fair market value of donation at death. Amount given is not subject to federal estate tax.
Contribution provided to fund an irrevocable trust to pay fixed or variable gifts to Catholic Charities West Virginia for your life, the life of a loved one or for a period of years.
Cash, stock, bonds, mutual fund shares and real estate and other personal property.
Charitable income tax deduction or estate tax deduction.
Contribution provided by you to the West Virginia Catholic Foundation in exchange for a fixed, lifetime payment to you or a loved one. The WV Catholic Foundation keeps any remaining funds after your death in support of Catholic Charities West Virginia.
Cash, stock, bonds, mutual fund shares and real estate and other personal property.
Charitable tax deduction. If appreciated stock is contributed to fund an annuity, a portion of the capital gains tax due is avoided with the capital gains tax that is due spread out over the life of the income recipient(s).
Contribution provided to fund an irrevocable trust to pay fixed or variable income to you or a loved one for your life, the life of a loved one or specified term of years.
Cash, stock, bonds, mutual fund shares and real estate and other personal property.
Charitable income and gift tax deductions. There also may be a charitable estate tax deduction.
I give, devise, and bequeath to Catholic Charities West Virginia, the sum of $________(or a description of the specific asset), for the benefit of Catholic Charities West Virginia and its general purposes.”
“I give, devise, and bequeath to Catholic Charities West Virginia, the sum of $_______ (or a description of a specific asset), for the benefit of Catholic Charities West Virginia to be used for the following purpose: (state the purpose). If at any time in the judgment of the trustees of Catholic Charities West Virginia it is impossible or impracticable to carry out exactly the designated purpose, they shall determine an alternative purpose closest to the designated purpose.”