You can play a direct and lasting role in transforming boys into young men of faith, intellect, and character.
The giving strategies below make it possible to do so in ways that are as financially rewarding as they are meaningful. Many offer immediate tax benefits to you personally, while others allow you to establish a future gift that protects and benefits your loved ones for years to come.
You can learn more about these special opportunities in our free brochure, Tax-Wise Ways to Make an Impact, and other complimentary planning resources. These resources are just a click away
Stocks and Securities
When you give stock or securities (stock, bonds, mutual funds), you may be eligible for a double tax benefit: 1) You receive an income tax deduction for the full, present, fair market value of the assets and 2) you may completely avoid capital gains tax on the appreciation of the assets. This is one of the easiest gifts to give and one of the most useful in accomplishing your philanthropic goals.
Retirement Assets
A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to give. A gift of these assets can shield you or your heirs from taxes while funding Catholic Memorial.
Life Insurance
Transfer ownership now:
To make an impact on our mission today, irrevocably designate Catholic Memorial as owner and beneficiary of an existing life insurance policy. If your policy is paid up, you will receive an immediate income tax deduction based on the policy value.
If your policy is not yet paid up, you will make cash contributions to Catholic Memorial to cover future premium payments. For any continuing premium payments you make, you will receive a charitable deduction in the year of the payment.
Name us as a beneficiary:
You can name Catholic Memorial as a beneficiary of all or a portion of your life insurance policy. With this gift arrangement, Catholic Memorial will receive the proceeds of your policy when you pass away. You can change your beneficiary at any time.
This gift is easy to arrange — simply request a beneficiary designation form from your plan administrator.
Personal Property
A gift of artwork, coins, antiques, or other personal property can be an excellent way to support Catholic Memorial. The tax benefits of the gift depend on whether Catholic Memorial can use the property in a manner related to its mission. Contact us to learn more about this type of gift — we would be happy to help you find the option that best fits your philanthropic goals.
See Your Impact
“I love CM because I feel like other people there also love me. It’s all just shared experiences — shared compassion.”
–Ifeanyi Azums ’26
Our Team is Here to Help
Our experienced team is here to help you…
- Learn about special projects that align with your interests.
- Structure a donation that maximizes benefits for you and your loved ones.
- Stay up to date on how your gift is used.
- And more!