For those who wish to remember those served by Catholic Charities in their wills, bequests and other estate gifts such as life insurance, annuities, remainder trusts, etc., are kindly asked to visit the Diocese of St. Petersburg website (http://giftplanning.catholicfoundation.org/).
Your gifts are critical to ensuring the successful future operation of Catholic Charities. Beyond the importance of such gifts to the sustained operations of Catholic Charities, “planned giving” provides financial tax benefits to you by reducing or eliminating capital gains taxes and federal estate taxes. Please check with your financial planner or accountant for more details regarding the aforementioned financial benefits of planned giving beyond the personal and spiritual benefits associated with your charitable gift.
Planned giving to Catholic Charities is accomplished through the Catholic Foundation of the Diocese of St. Petersburg. Whether it’s simply including Catholic Charities in your Will or trust, or creating a charitable gift annuity or charitable lead trust, the Catholic Foundation can help you create a lasting legacy that is meaningful to you and your family.
You are welcome to contact Catholic Charities directly if you prefer: email or call (727) 893-1314 extension 104.
Learn more about estates and trusts at the Diocese of St. Petersburg website (https://www.dosp.org/tribunal/estates-and-trusts/).