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Catholic Community Foundation of Southwest Florida

Venice, FL

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Legacy Giving Form

Legacy Giving

Please provide as much information as you feel comfortable sharing so we can document your generous intentions. Any information shared will remain confidential and does not create a binding obligation to you or your estate.

Name(Required)

First Last

Birth Date

MM slash DD slash YYYY

Spouse Name

First Last

Spouse Birth Date

MM slash DD slash YYYY

Address

Street Address Address Line 2 City State Zip

Email

Phone(Required)

I/We have or will be including the following in our estate plans (please check all that apply):(Required)

Parish

Catholic School

Diocese

Catholic Community Foundation of SW Florida

Other Catholic Entity

I/We have included the above named Catholic entities in our estate plans in the following way(s) (please check all that apply):(Required)

Will

Trust

Beneficiary of 401(k) or 403(b)

Beneficiary of IRA

Beneficiary of Life Insurance Policy

Beneficiary of Bank Account(s)

Beneficiary of Investment Account(s)

Home or Other Real Property

Tangible Personal Property (Coins, Cars, Collectibles, etc.)

Other

Percentage or Estimated Value of Gift ( Optional )

Please describe how you would like your gift to be used ( endowment fund that goes on in perpetuity, outright gift, or for a specific program or ministry.

As directed in my current documentation, I/We will designate this gift to the following Parish:

As directed in my current documentation, I/We will designate this gift to the following Catholic School:

As directed in my current documentation, I/We will designate this gift to the following Catholic Entity:

As directed in my current documentation, I/We will designate this gift to the following other Entity:

The name and location of my/our Parish:

Signature

Date

MM slash DD slash YYYY

Consent(Required)

I have read and understand the following statement:

This document does not bind you or your estate. By signing this form, you are simply acknowledging your current intention to include The Catholic Community Foundation of SWFL, your Parish, Catholic School or other Catholic entity in your estate plan.

Thank you for sharing your intent to create a Catholic Legacy.

For more information or questions, please contact Michael Morse at 941-441-1124 or CCF@dioceseofvenice.org

1000 Pinebrook Rd, Venice, FL 34285

CCF@dioceseofvenice.org

© 2023 Catholic Community Foundation of SW Florida. All rights Reserved
The Catholic Community Foundation of Southwest Florida, Inc. is a tax exempt 501(c)(3) not-for-profit organization (EIN# 54-2119051)

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