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DENVER CATHOLIC | OCTOBER 2021
*The Catholic Foundation is a legally separate
entity from the Archdiocese of Denver.
Deacon
Steve Stemper
CEO & President
Lisa Kukura
Senior Director of
Gi• Planning
Joshua Gideon
Senior Director of
Gi• Planning
303.468.9885
Giving@TheCatholicFoundation.com
TheCatholicFoundation.com
@beyondyourlifetime
We can give you details on
these and on other ideas
call us now!
YEAR END TAX SAVINGS CHECKLIST
Charitable Gift Annuities - fund a gift
annuity and receive a deduction on this
year and a fixed payment for life.
IRA Charitable Rollover – If you don't want
to pay income taxes on required minimum
distributions (RMD), then consider
transferring money (up to $100,000) to us
for the benefit of a parish or charity.
Gift of Stock – if you have appreciated
assets, you can reduce capital gains taxes.
Donor Advised Funds – unsure where to
give, establish a donor advised fund, while
receiving an immediate tax benefit. Fund
now, give later.
Charitable Remainder Trust – fund a
unitrust and receive payments on a
schedule and at a rate of your choosing,
while receiving an income tax deduction.
We have what you need to
reduce taxes and keep your
life and your giving plans
on track.
Our end of year checklist
covers ways to plan and save!
Taxes On
Your Mind?
