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With core values of education and community, CFAD provides various tools, exercises and programs to give guidance to serve the common good together through effective charitable planning. CFAD's Charitable Plan Toolkit* for individuals offers exercises and resources for an effective charitable journey to create a giving plan. CFAD works with you and those you choose to involve, such as your family members and professional advisors.
This toolkit is designed for those who feel strongly in their convictions of lasting support to nonprofits, including Catholic ones, through their various assets. It helps you intentionally home in on your values and maximize support to organizations who match those values while keeping in mind personal and loved ones' needs.
Areas of reflection include:-
How do you find or refine your focus areas?
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How do you involve your family?
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How do you structure your giving?
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How do you choose organizations?
Other planning resources that individuals access through CFAD include:
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Will Planning Guide and bequest information
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eNewsletter on legacy giving
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Information on various giving methods — how one could give to provide the most benefits
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Information on giving various assets — making the most of cash and the 97% of non-cash assets, where planning is especially helpful
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Planned gifts calculator to help show income and tax benefits
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Stories of donors like you who have benefitted from planning
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Additional quick-read guides below
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Quick-Read Guides
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Partnering Together to Maximize Your Legacy
Planned giving adds a charitable component when you're deciding where your assets go at a later time. It is for everyone, no matter their income or financial status, and allows individuals to give from their assets and not just from their income. Often, planned gifts allow people to make gifts they never dreamed possible in ways they may have never considered. The result? Donors are provided with the means to express the profound love they have for their Catholic parish, school or other charity. They have been empowered to sustain the faith even after their lifetime. Planning in this way provides peace of mind for you and your family, ensures your hard-earned money goes where you want, letting you be the good steward of the gifts God has entrusted to you, and allows you to leave a legacy gift to charitable organizations. There are various ways to give, and CFAD is at your service to help you explore the best ways for you, your family and your charitable intentions.
Let us know if you have CFAD or a Catholic organization in your charitable plans because we want to thank you. Also, by letting us know, you help us understand your intentions and therefore help ensure we fully meet them. Finally, we are also then able to discuss with you the best way to recognize your generosity and how your gift enables others to take a similar step, helping the Catholic mission even more. Thank you for your generosity and stewardship of providing your charitable giving eternal life on earth. Future generations will benefit, and perhaps be inspired, in faith and hope from the legacy you've created that reflect your values.
Contact CFAD today to begin the complimentary planning service.
*Adapted from "The Stanford PACS Guide to Effective Philanthropy" or "The Philanthropy Toolkit: an Introduction to Giving Effectively" by Stanford Center on Philanthropy and Civil Society, copyright 2020 Board of Trustees of The Leland Stanford Junior University, used under Creative Commons Attribution 4.0 license
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