Support from the Catholic Community
Planned gifts can provide significant resources that help sustain our mission into the future while possibly providing an income stream or substantial tax benefits for you.
As you consider your personal legacy, your Catholic faith and the vibrant community you have been a part of likely plays a significant role. Through your planned gifts, creating a legacy is less complicated than one may think. There are multiple methods to provide the maximum benefits for you and your family while allowing you to realize your philanthropic goals as well.
*** add recommendation to your advisor, we are not the admin of the DAF <<<<
- LIFE INSURANCE BENEFICIARY
- RETIREMENT PLAN BENEFICIARY
- DONOR ADVISED FUNDS
- IRA ROLLOVERS
- REAL ESTATE
- YOUR WILL & LIVING WILL
Often the Diocese of Toledo is named as a beneficiary for retirement plans or life insurance policies. While we encourage families to prioritize caring for current and future generations of loved ones, we are honored to be included at whatever percentage is right for you and your family. Your legacy can be extended far into the community and well into the future as part of your charitable impact.
Naming the Diocese of Toledo in your will or living trust is another common legacy gift. This gift can be made by including as little as one sentence in your will or living trust. Your gift is revocable and can be modified throughout your lifetime as circumstances or priorities change.
IT CAN BE AS EASY AS ONE PARAGRAPH
Depending on your circumstances, you may make changes to your will or living trust on your own or you might need to include an estate planning attorney or other financial professionals. If you are unsure, please contact our Mission Advancement Office to help you walk through the process. We assure you the time you spend to plan for your future, and ours, will be time well spent.
Simple bequest language that can be used in wills: "I give to the Roman Catholic Diocese of Toledo in America, a nonprofit currently located at 1933 Spielbusch Ave Toledo, Ohio 43604, or its successor thereto, ___ [written amount or percentage of the estate or description of property] __ for its unrestricted use and purpose."
Legal Name: Roman Catholic Diocese of Toledo in America
Address: 1933 Spielbusch Ave Toledo OH 43604
Federal Tax ID Number: 82-3218272