We want to help you do all three the best way possible. Many people are surprised to learn all the ways they can improve their lives even as they help others. When you give to our diocese, we want you to do it in the best way possible. Often that involves saving income and capital gains taxes. However, there are many other benefits. Our tools will help you:
– Provide more efficiently for your family and friends
– Create new income streams with vehicles such as a charitable gift annuity
As you shape your current philanthropy and your future legacy, you want to do it in the most effective way possible. We can help you. Whether you want personalized, customized ideas or the anonymity of working online, we are here for you.
Visit our website CFDSLEGACY.ORG today to find a one-stop legacy resource toolkit.
Videos: Our website, cfdslegacy.org, gives you a variety of instructional videos explaining everything from basic planning to complex trust ideas.
Calculators: Learn what your payments would be on a charitable gift annuity or remainder trust. We use the latest rates and figures to provide you with current information you can trust.
Personalized Service: You can call or email us. We can answer your questions or find information to help you.
Ongoing Help: Our newsletters and emails keep you updated on tax changes and economic news that impact gift planning. Sign up for our e-newsletter on our website to stay informed.
Printed Materials: If you prefer printed documents, we have brochures and guides you can download. You can even print our comprehensive estate planning booklet.