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Legacy Giving

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Legacy Giving

Your legacy can be CCC's future

For over a century, CCC has been nurturing children and families, housing the homeless, and welcoming newcomers to the U.S. Your planned gift will ensure that for another century, CCC will be positioned to deliver high quality, professional, and compassionate human service to our neighbors in need.

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Charitable Bequest

A charitable bequest is established through a will, living trust, or codicil and is transferred to the charitable organization upon the donor’s passing.  

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Benefits of a Charitable Bequest 

  • Flexible 

  • Strategic 

  • Tax Efficient  ​​

When making a bequest through a will or codicil, provide the recommended language below to your attorney: I give, devise, and bequeath to Commonwealth Catholic Charities Foundation (Tax ID# 52-2374004 ), 1601 Rolling Hills Drive, Richmond, VA 23229 for (general purposes or specific program/service) the amount of (insert specific amount, residual or percentage of estate).

Designate CCC as beneficiary

By including CCC as a beneficiary of retirement assets like an IRA, 401(k), 4013(b), pension, or other tax-deferred plan, a donor can make a lasting impact while offsetting possible estate taxes for their heirs.  ​​

In order to do this, please provide the investment institution with Commonwealth Catholic Charities’ name and Tax ID number: - Commonwealth Catholic Charities Foundation - Tax ID# 52-2374004

Transfer on Death (TOD)

​Establish a Transfer on Death (TOD) or Payable on Death (POD) provision for investment assets, savings & checking accounts, money market accounts, and CDs to bypass probate and give directly to CCC. 

Begin the conversation with us or to a legal or financial advisor.

​We encourage you to seek legal and/or tax advice when establishing a planned gift. We are available to begin the conversation by helping you determine which gift option may be best for you and your family.

 

To discuss making a gift for a designated purpose please contact Kathleen McCormac at kathleen.mccormac@cccofva.org​

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