Planned Giving at Catholic Foundation of Oklahoma

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Charitable Remainder Unitrusts

(Is this gift for you?)

A charitable remainder unitrust is for you if ...

  • You want to make a major gift to us while retaining or increasing your income from the assets you contribute
  • You hold appreciated assets -- securities, a business, or investment real estate -- and want to avoid the capital gains cost of a sale
  • You want the income from your gift to be able to grow over time
  • You desire maximum flexibility in the operation of your gift:
    • You want income paid to your beneficiary for a term of years instead of her lifetime
    • You want to pay more than one beneficiary
    • You want the option of choosing the trustees of your gift plan
    • You want to donate an appreciating but temporarily illiquid asset to us

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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