Gift and Estate Planning

Gift and Estate Planning

Some of the greatest opportunities to make significant charitable contributions occur as you are making other major business, personal, and financial decisions. In each of these situations, planned giving represents an opportunity to include the act of helping or giving back to the community in the overall plan for achieving important business and personal goals.

CFGP offers professional services to help you integrate your philanthropic goals into your financial, estate, and tax plans.

To get started, download our guide Opportunities: Make your Impact and sign up for our mailing list to receive CFGP news delivered to your inbox.

If you are planning your estate or preparing to write a will, please download and review our Will and Estate Planning Guide for useful information.

The easiest way to make a gift to CFGP through your will or estate is by a simple bequest:

Sample Bequest Language

“I, (name), of (city, state, zip), give, devise, and bequest the sum of (specific amount or percentage of the estate or description of property) to the Catholic Foundation of Greater Philadelphia, 100 N. 20th Street, Philadelphia, PA 19103, TAX I.D. #46-1566557, to be used for (specify desired purpose).”

For additional information please contact Kelly L. Diaz-Albertini, Esq. - 267- 592-6715 or Kalbertini@catholicfoundationphila.org

 

Download Our Guides

Opportunities: Make your Impact

As a community foundation, CFGP works to strengthen and support Catholic organizations. CFGP provides grant funding to new, innovative, or successful programs while ensuring that our community’s charitable resources are making the greatest impact. We facilitate meaningful partnerships with nonprofit organizations in order to share expertise, reduce inefficiency, and identify the best ways to respond to community needs.

Will and Estate Planning Guide

Creating an estate plan is a caring and selfless act, as it puts others ahead of ourselves. By making a plan, we spare loved ones the trouble, expense and emotional upset that often results when no plan has been made. We encourage you to continue taking the steps necessary to have your will completed. Although it is not a difficult process, there are many who postpone until it is too late. When your will or other estate planning instrument is completed you will have satisfaction and peace of mind.