Planned Giving

Gifts in wills, beneficiary designations or estate plans help the future of Catholic causes.

Remembering your favorite Catholic cause in your will, as a beneficiary of an insurance policy or IRA, and with a memorial gift in your obituary will have a tremendous impact on its future. Planned giving through an endowment fund with the Catholic Foundation of Eastern Pennsylvania provides the perfect repository for such gifts.

Donors love knowing that by directing their end-of-life gift to an endowment fund, it essentially lives on forever.

There are a variety of charitable giving options that enable donors to provide for both their families and their favorite Catholic cause, while enjoying tax and income benefits. The Catholic Foundation assists donors and their tax/investment advisers in customizing an endowment gift that will only support the Catholic organizations or programs of their choice.

PLANNED GIVING OPTIONS

  • Gift in a will
  • Beneficiary of an insurance policy
  • Beneficiary of an investment account
  • IRA qualified charitable distribution
  • Memorial gift included in an obituary
  • Beneficiary of an IRA or 401K account

Contact Pete Waldron, President,  at 610-554-1941 for more information, or fill out the contact form on this website.

Learn more how you can include an endowment fund in your will.