Establishing a Donor Advised Fund:

Creating a Legacy of Faith, Family and Future

What will be your real legacy? At all stages in your life, the Catholic Community Foundation can help you find a meaningful way to benefit others through your faithfulness and generosity while helping you to undertake responsible financial planning for your family and estate.

Legacy giving is more possible than you think. Contrary to popular belief, legacy giving is not only for those with wealth — as there are many ways to give and leave a legacy.

One way is to establish a Donor Advised Fund in the name of your family. The minimum amount to establish a fund is $25,000. Whatever the amount, the donor may receive a charitable tax deduction subject to their particular tax circumstances. Once established, the donor through their advisory committee, recommends the recipients or gives the Foundation Trustees the authority to decide where the funds are most needed in the Church.

A Donor Advised Fund is an excellent way to define and establish a Legacy of Giving. Donors establishing a fund automatically become members of the foundation’s Good Shepherd Legacy Society. New members are installed by the archbishop annually.

Remember that The Catholic Community Foundation accepts gifts of cash, life insurance policies or proceeds, stocks or mutual funds, bequests, assignments of mineral/royalty interests and distributions from retirement plan assets. All gifts may be tax deductible to the extent of the law and your personal tax situation. We offer Catholic donors great flexibility in how to structure their support of the Catholic Church or for the particular institution, parish or ministry of their choice.

Establishing a Donor Advised Fund can create your Legacy of Faith, family and future.

For more information, please contact Steve Oswald, CEO/President at 210-732-2157 or at steve.oswald@ccftx.org.

Download the Donor Advised Fund Brochure