End of Year Giving

So Long, 2022! Four Ways to Celebrate with Tax Savings

As you get ready to toast the new year consider these smart ways to wrap up 2022 on a financial high note. 1. Contribute appreciated assets (stock, mutual funds, cryptocurrency, real estate, mineral interests) instead of cash. 2. Sell depreciated assets and donate the cash. 3. If you are 70-1/2 or older, take a qualified charitable distribution from your IRA. 4. If you are 59-1/2 or older, take a distribution from your retirement plan and then make a donation to our parish, a Catholic school or the Diocese of Fort Worth without an early withdrawal penalty. For more information, please visit https://bit.ly/CatholicLegacy or contact Renée Underwood, CFRE at the Advancement Foundation runderwood@adv-fdn.org or 817-533-7242

Year-End Giving

As this year draws to a close, you are likely to be reviewing your important financial matters, including your charitable giving for 2022. Now is certainly a good time to think carefully about what to give and when to give it. It is also an important time to reflect on the call to Stewardship – to give back to God in gratitude. Please remember the parishes, schools and many ministries of the Diocese of Fort Worth now and in the future. Gifts of cash, IRA distributions, securities, insurance policies, bequests, annuities and trusts can make a lasting difference.

A Gift in Your Will or Living Trust

Interested in supporting our parish, a Catholic school or the Diocese of Fort Worth in our mission but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.

By including a bequest to the Catholic Diocese of Fort Worth Advancement Foundation in your will or living trust, you are ensuring that we can continue our mission for years to come. Please visit https://bit.ly/CatholicLegacy for more information, including bequest and beneficiary designation language. Or, contact Renée Underwood, CFRE at the Advancement Foundation runderwood@adv-fdn.org or 817-533-7242.

Leave a Legacy to Our Parish
When you designate our parish, a Catholic school or the Diocese of Fort Worth in your will, or as a beneficiary of a life insurance policy, retirement plan or bank account, you are leaving a legacy that will impact generations of Catholics long into the future. Please visit https://bit.ly/CatholicLegacy for more information, including bequest and beneficiary designation language. Or, contact Renée Underwood, CFRE at the Advancement Foundation runderwood@adv-fdn.org or 817-533-7242.

Donate Stocks or Other Appreciated Assets to Support Our Parish
Make a bigger impact by donating long-term appreciated securities, including stock, bonds, mutual funds, real estate or mineral interests, directly to the Advancement Foundation for the benefit of our parish, a Catholic school, the Annual Diocesan Appeal or other ministry. By donating directly to us, you allow the Church to receive the full pretax value of those appreciated assets and you avoid capital gains taxes.

Please visit https://www.advancementfoundation.org/ways-to-give for more information, including a form for Electronic Transfer of Stock. Or, contact Renée Underwood, CFRE at the Advancement Foundation runderwood@adv-fdn.org or 817-533-7242.