Year-End Dates & Giving Guidelines

Year-End Dates & Giving Guidelines

Thanks to you, the Catholic Community Foundation of Minnesota was able to grant more than $17M to our community in the 2021 fiscal year. This is only possible with your support. We are so grateful to you.

As we head into the holiday season and you consider your charitable giving for the end of this taxable year, please keep the following in mind.

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Giving Appreciated Stock 101

Giving Appreciated Stock 101

You’ve likely seen recent reports of record highs in the stock market. We’re officially in a bull market. While many people wait until the end of the year to make philanthropic gifts, now might be an ideal moment to capture record stock prices.

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Income for Today, Legacy Forever

Income for Today, Legacy Forever

You’ve worked hard. You’ve lived humbly. And you hope to have a lasting impact on your community. Perhaps you wish to make a legacy gift to your parish or favorite charity — but worry that if you do so now, you’ll outlive your savings.

Split-interest gifts are an option that provide you income for today and establish your legacy forever.

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In less than 5 minutes, leave a legacy that reflects your life.

In less than 5 minutes, leave a legacy that reflects your life.

In less than 5 minutes, leave a legacy that reflects your life. Think of how important your parish is to you. How can you ensure that it will be there for future generations? You can change the beneficiary designation on your life insurance policy or retirement plan to include your parish. It’s simple and fast.   Three easy steps: Call […]

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Maximize the Blessings From a High-Income Year

Maximize the Blessings From a High-Income Year

If you find yourself having a high-income year — because you received a large bonus or equity compensation or realized gains from a long-term investment — you may be looking to reduce your tax liability.

Before meeting with your financial advisor to make a plan, we invite you to prayerfully consider how you’re called to share your blessings. This might be an opportunity to offer compassion to your neighbor and to love as St. John the Beloved instructed: in deed and truth (1 John 3:18).

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