Your Legacy of Compassion
We all want to lead healthy and productive lives, be successful, and love and earn the respect of others. At the end of our lives, most of us want to feel that we have made a difference in the life of another, in the community in which we live, and in the world that we have known. We want a part of us to live on… to be immortal.
Tax Advantages
Planned giving not only benefits the works and mission of Catholic Charities, it can result in substantial tax benefits for you and your family.
Planned Giving Options
One of the best-known and most frequent methods of making a gift to Catholic Charities is through your will. Your will may be the most important legal document you ever possess, allowing you to make your final statement about what you believe to be important and worthwhile.
Legal Information:
Catholic Charities of the Diocese of Joliet, Inc.
16555 Weber Rd., Crest Hill, IL 60403
Federal Tax ID: 36-2170817
Making an outright gift of appreciated securities offers the simplicity and satisfaction of a gift of cash while providing additional tax benefits. The transaction is often as simple as calling your broker.
Transfer Information:
Account #32050744 at Wintrust Bank DTC #141
Contact Development Director at 815.724.1102
A legal contract that guarantees you a specified annuity amount in return for an irrevocable gift of cash or securities. Upon death, the remainder passes to Catholic Charities. Maximum of two beneficiaries can be designated.
Establish a trust with your assets, receive a charitable tax deduction and income for life, while the remainder goes to Catholic Charities upon your death.
Provides annual gift income to Catholic Charities for a specified number of years, after which the trust assets become available to you, your family, or others.
Transfer ownership to Catholic Charities while retaining use of the property during your lifetime. This gift with retained life estate allows you to continue living in your home or using your farm.
Memorial Gifts
A memorial gift is a loving way to remember a special person who has passed away while helping those in need.
Obituary Notice:
“In lieu of flowers please send a donation in memory of [loved one’s name] to: Catholic Charities, Diocese of Joliet, 16555 Weber Rd., Crest Hill, IL 60403.”
Honor Gifts
Perfect for birthdays, anniversaries, holidays, retirement, and other celebratory occasions. A thoughtful way to mark special moments while helping those in need.
FreeWill Partnership
We’ve partnered with FreeWill to make planned giving easier than ever. Write a legal will at no personal cost and include Catholic Charities in your plans.
Quick Facts
- Tax Benefits
Substantial tax advantages available - Lasting Impact
Your legacy continues helping others - Expert Guidance
Professional support throughout the process
