Choosing to financially support a charity is an expression of a personal commitment to the mission of that agency. Catholic Charities of Dallas encourages you to pray and reflect on that commitment and the gifts God has bestowed upon you and your family. We invite you to invest in the future of Catholic Charities so we can continue to support those less fortunate.
"The one who is kind to the poor lends to the Lord and will be rewarded for this deed." Proverbs 19:17
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Gift Type
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Gift Process
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Tax Deductions
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CASH
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Given by cash, check or credit card
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By deducting gifts up to 50% of your adjusted gross income in any one year.
Carry over any excess into as many as five tax years.
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SECURITIES
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Send an unendorsed stock certificate in one envelope and a signed stock power form in another envelope. The gift is complete on the postmarked date of the later envelope.
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By deducting the full current value of the stock and bypassing any capital gains tax, which might be due on a sale.
By deducting such gifts up to 30% of your adjusted gross income in any one year.
By carrying over any excess into as many as five tax years. Securities must be long-term (held longer than a year) to qualify for favorable tax treatments.
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PERSONAL PROPERTY GIVEN FOR A RELATED USE
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Deed or deliver property to Catholic Charities of Dallas Endowment Trust.
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By deducting the current value of your cost in the asset, depending upon how the asset will be used. Inquire about details.
Note: a qualified appraisal is required if you are claiming a charitable deduction of $5,000 or more.
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LIFE INSURANCE
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Assign a charitable beneficiary (or owner and beneficiary) of an existing or new policy.
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By taking a deduction if you name Catholic Charities of Dallas Endowment Trust as the owner and beneficiary. Inquire for details.
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INCLUDE CATHOLIC CHARITIES OF DALLAS IN YOUR WILL
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Give Catholic Charities of Dallas a specific amount, or specific asset, such as securities or real estate.
Give all or a percentage of the remainder of your estate after the payment of any specific bequests and all estate-related expenses.
CCD may serve as a beneficiary of the remainder of your qualified retirement account.
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Allows for an estate tax deduction for the full value of your bequest. Inquire for more details.
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Where to Focus Your Gifts
You have several options for where you can designate your gifts. Catholic Charities of Dallas appreciates that each donor has interests in specific areas of our many human services. We also offer naming opportunities to our donors as a way to memorialize a loved one or honor an individual or family. Please contact our office for specific information on the wording for each of the following options.
- Catholic Charities Endowment Trust
- Catholic Charities of Dallas, Inc. - Undesignated (Please note: this option will not allow funds to be transferred to the Endowment Trust)
- One of the programs of Catholic Charities of Dallas
- A specific area of interest
In considering planned giving, please remember that this list is not comprehensive. Catholic Charities strongly urges you to contact a financial planner or lawyer to discuss options more fully.
For more information about planned giving, contact Joe Brogdon at 214-520-6590, ext. 101.
