Planned Giving

Planned Giving

What is a Planned Gift?

A Planned Gift is a major gift that come from assets from a will or estate. Many donors make gifts during their lifetime to benefit causes they care about now. Many find that naming a charity in their will, also known as a bequest, is another way to show support for the future. The goal of a Legacy or Planned Gift is to help donors plan their charitable giving in a way that will benefit them, their families and the causes that are most important to them.

Who can make a Planned Gift?

Anyone can create Planned Gift. The Catholic Foundation of Southeastern Massachusetts works with donors of all levels. You do not have to be wealthy to make a bequest.

How can I give?

The easiest way to make a Legacy Gift that will benefit The Catholic Foundation of Southeastern Massachusetts is though a bequest. Other ways to make a Planned Gift are: Life Insurance, Real Estate, Charitable Reminder Trust and Charitable Lead Trust.