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Bequest

(The "I Can Give" Gift)


How it works

You can provide now for a future gift to the Catholic Foundation by including a bequest provision in your will or revocable trust.

Your will or trust directs assets to your heirs.

Your will or trust directs a bequest to the Catholic Foundation for the purpose(s) you specify.

Benefits

  • Your assets remain in your control during your lifetime.
  • You can modify your bequest if your circumstances change.
  • You can direct your bequest to a particular purpose (be sure to check with the Catholic Foundation to make sure your gift can be used as intended).
  • There is no upper limit on the estate tax deductions that can be taken for charitable bequests.
  • You can have the satisfaction now of knowing that your bequest will support the Catholic Foundation in the way you intended when you are gone.

For more information

Email us, complete the personal illustration form, or call us at 405-721-4115 so that we can assist you through every step of the process.



The Catholic Foundation
7501 N.W. Expressway
Oklahoma City, OK 73123
405-721-4115 | Fax: 405-721-4114
E-mail: tcasso@catharchdioceseokc.org

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