Planned Gifts, Stock, IRA and More... - Catholic Education Foundation
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Planned Gifts, Stock, IRA and More…

Planned Gifts, Stock, IRA and More…

If you are looking for a more impactful way to sustainably support the families within our Archdiocese, then this is the perfect place to begin learning of the many ways to give to CEF.

 

Below we have compiled some of the favorite ways our donors have contributed to the growth and viability of our mission!

 

Gifts of Stock

Gifts of stock to CEF provide a significant tax benefit because they eliminate capital gains taxes. The Archdiocese of Los Angeles will sell your gift of stock, and the value of your gift will be determined on the day the stock is received by CEF.

 

Planned Gifts

Bequests, charitable gift annuities, charitable remainder trusts, and life insurance policies are just a few examples of options for making long term commitments to CEF. If you are age 72 or older and have an IRA account, you can direct a contribution from that account to CEF up to $100,000 annually and receive substantial income tax benefits.

 

Matching Gifts

Many companies have matching gift programs, enhancing their employees’ charitable contributions. Please contact your company’s human resources department for the paperwork to attach to your pledge. Your company’s contribution will be recognized as a special gift.

 

If you have any questions and/or need additional information, please feel free to contact us!

 

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