Beneficiary designations can be a great way to leave a forever gift to your favorite Catholic cause, avoid estate taxes and lessen inheritance tax for heirs. A person’s life-long impact on the world does not need to stop at their death. Naming a favorite Catholic cause’s endowment fund as a beneficiary on a life insurance policy, or on any investment accounts ensures that their impact on the organization will continue long…
Read More
Planned giving has become an appealing means for individuals and couples to create a lasting legacy, allowing them to make a substantial impact that goes beyond what they could achieve during their lifetime. This method of giving provides an opportunity to leave a lasting mark, reflecting one’s values and their desire to support others. During the past 10 years, the Catholic Foundation of Eastern Pennsylvania has been helping people achieve…
Read More