You decide how you give.
When you include Catholic Charities in your estate plan, you become a valued member of the Catholic Charities Legacy Society. Your generosity creates a lasting impact, providing hope and support to people in need for generations to come. Thank you for ensuring that we can continue serving our community well into the future.
Gifts in a Will or Trust
Beneficiary Designations
Endowed Gifts
Gifts in a Will or Trust
You want to leave a gift to Catholic Charities in your will. You also want the flexibility to adjust your will in the event that your circumstances change. You can do both.
Beneficiary Designations
Designating Catholic Charities of the Diocese of St. Cloud as a beneficiary on assets not included in your will can have a big impact and may avoid unwanted taxes for your heirs. Some people prefer the increased flexibility that a beneficiary designation provides by using:
- IRAs and retirement plans
- Life insurance policies
- Donor advised funds
- Commercial annuities
It is very simple to name Catholic Charities as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.
Endowed Gifts
An endowment gift to Catholic Charities today provides a brighter future for thousands of Central Minnesotans. When you make a donation to an endowment, you give a gift with both immediate and long-term benefits.
Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at Catholic Charities. The remaining funds are reinvested to ensure indefinite support.
Next Steps
- Contact Chad Johnson at 320-650-1642 or donate@ccstcloud.org to discuss legacy giving.
- Seek the advice of your financial or legal advisor.
- If you include Catholic Charities in your plans, please use our legal name and federal tax ID.
Legal name: Catholic Charities of the Diocese of St. Cloud
Address: 911 18th St. N, St. Cloud, MN 56301
Federal tax ID number: 41-0737799
Resources for Financial Advisors
Explore How Beneficiary Designations Can Maximize Charitable Impact
Naming Catholic Charities as a beneficiary of your retirement accounts, life insurance, or other assets is a simple, tax-efficient way to support our mission—without affecting your current finances.
Why It Matters
- Easy to Set Up: No need to revise your will or trust.
- Tax Benefits: Reduce or eliminate taxes on retirement assets.
- Enduring Impact: Your gift supports housing, food, and mental health services for years to come.
How to Give
- Request a beneficiary form from your financial institution.
- Name “Catholic Charities of the Diocese of St. Cloud” as a beneficiary.
- Let us know so we can thank you and welcome you into The Legacy Society.
The Long-Term Power of Planned Giving
Planned gifts provide Catholic Charities with lasting financial strength. They help us sustain essential programs, respond to future needs, and expand our reach across Central Minnesota.
By joining The Legacy Society, you ensure your values live on—creating a legacy of compassion and care.
Mark’s Story on Planned Giving
Some people are financially secure—they have a bed to sleep in and never go hungry. Others are far less fortunate. I have been among the fortunate, and like so many others, I have felt a deep desire to help those who are not as well off.
Catholic Charities of St. Cloud gives me that opportunity—and they do it right. They understand who needs help, what kind of help is necessary, and how to get it where it’s needed. Most importantly, they provide assistance to anyone—absolutely anyone—who needs it. Forgive me for falling back on my past in creating slogans, but Catholic Charities is truly a powerhouse of help.
Here’s another reason Catholic Charities speaks to me: when I donate to a national organization—many of which do vital, meaningful work—my contribution is just a drop in their bucket. But because Catholic Charities focuses exclusively on 16 counties in Central Minnesota, that same dollar has a direct impact. That means a great deal to me.
My approach to charitable giving is simple. I prioritize organizations that are local and serve the less fortunate—and that is precisely what Catholic Charities of St. Cloud is all about.”
- Mark Thelen
