How Your Planned Gifts Help

Charitable Bequest

A charitable bequest is one of the easiest ways you can leave a lasting impact on our organization. By including a bequest to Catholic Charities of the Diocese of Pittsburgh in your will or living trust, you will make a profound difference in the lives of our communities’ most vulnerable individuals and their families for years to come. 

This flexible gift option can be revised at any time, and can be made as a specific amount or a percentage of your estate. In addition, your gift entitles your estate to an unlimited federal estate tax charitable deduction. 

Charitable Gift Annuity

This type of gift offers you a tax deduction and a partially tax-free fixed income for life. The dollar amount you will receive is determined by your age and the age of any other beneficiary you name at the time of the gift. Or, to defer payments for a certain number of years, consider a Deferred Payment Gift Annuity.

Charitable Remainder Trust

With a charitable remainder trust, you can receive income each year (either fixed or variable) from assets you place in the trust. After your lifetime, the balance in the trust goes to the charities of your choice. 

Charitable Trust Donation

This type of gift offers you a tax deduction and a partially tax-free fixed income for life. The dollar amount you will receive is determined by your age and the age of any other beneficiary you name at the time of the gift. Or, to defer payments for a certain number of years, consider a Deferred Payment Gift Annuity.

Donate Stocks

If you give stocks you’ve owned for more than one year that are worth more than when you purchased them, you’ll qualify for significant tax advantages. 

Donor-Advised Funds

A donor-advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to Catholic Charities of the Diocese of Pittsburgh and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts. 

IRA Rollover

A Special Opportunity for Those 70½ Years Old and Older

You can give any amount (up to a maximum of $100,000) per year from your IRA directly to a qualified charity such as Catholic Charities of the Diocese of Pittsburgh without having to pay income taxes on the money. Gifts of any value $100,000 or less are eligible for this benefit, and you can feel good knowing that you are making a great difference in the community. This popular gift option is commonly called the IRA charitable rollover – please ask your financial advisor for details. 

Life Insurance Policy

Naming Catholic Charities as a beneficiary to your current paid life insurance policy or purchasing a new policy will give you a charitable income tax deduction.