Make a Planned Gift
Make Planned Giving a custom fit for you and Carmel Catholic
Planned Gifts are created through a variety of financial instruments that can be customized for your specific intentions and future financial needs. With the guidance of a Carmel Catholic representative and consultation of an attorney and financial planner, you can chose one or more planned giving strategies that can best fit your needs. These gift strategies are funded through several resources: cash, retirement assets, life insurance, securities, tangible personal property, and real estate.
A planned gift can provide you and your estate with many income and tax advantages:
- Tax savings for the charitable gift value
- Avoid capital gains taxes on certain securities, retirement accounts and real estate
- Lifetime income for you or your beneficiaries
- Increase income from low-yield assets
- Reduce or eliminate federal and state estate taxes
For additional information, please contact Mr. Kevin Kissane, Major Gift Director at 847-388-3342.
