You want to make a significant gift to us and receive lifetime income in return
You want to avoid the capital gains cost of selling appreciated securities
You appreciate the benefits of mutual-fund investing: a diversified portfolio, professional management, and simplified reporting to you
You are comfortable with a variable return instead of a fixed income (your payments will be based on the Fund's earnings each quarter, and so will fluctuate)
You want your gift to be able to grow for our benefit while it is generating income for you
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