Legacy Giving
Leave a legacy that lives on for generations. When you include Catholic Charities in your estate plans, you join the Catholic Charities Legacy Society. Your planned gift provides lasting strength for programs that serve neighbors across our 16-county region, long into the future.
Questions?
Chad Johnson, MBA
Director of Organizational Advancement
Ways to Leave a Legacy
Gifts in a Will or Trust
Name Catholic Charities in your will or trust. You keep full flexibility to update your plans if your circumstances change.
Beneficiary Designations
Name Catholic Charities as a beneficiary of a retirement account, life insurance policy, donor-advised fund, or commercial annuity. This can be a tax-efficient choice for your heirs. Simply request a change-of-beneficiary form from your account provider, complete it, and return it.
Endowed Gifts
Endowment gifts are invested. Each year, a portion of the income supports current needs, while the rest is reinvested so your gift keeps giving in perpetuity.
Next Steps
Getting Started
- Talk with Chad Johnson, MBA, Director of Organizational Advancement, at (320) 650-1642 or Chad.Johnson@ccstcloud.org.
- Consult your financial or legal advisor.
- Use our legal name and tax ID when documenting your gift.
Information for Your Advisor
Legal name: Catholic Charities of the Diocese of St. Cloud
Address: 911 18th St. N., St. Cloud, MN 56303
Federal tax ID: 41-0737799
Sample bequest language:
“I give to Catholic Charities of the Diocese of St. Cloud, Federal Tax ID 41-0737799, 911 18th St. N., St. Cloud, MN 56303, [___% of my estate / $_____ / the residue of my estate] for its general charitable purposes.”
Beneficiary designation: On your retirement account, life insurance, or other account form, name “Catholic Charities of the Diocese of St. Cloud, Federal Tax ID 41-0737799” as a full or partial beneficiary.
Your contact: Chad Johnson, MBA, Director of Organizational Advancement, (320) 650-1642, Chad.Johnson@ccstcloud.org
Already included Catholic Charities in your plans? Let us know with our Legacy Society form so we can thank you and welcome you to the Legacy Society.