The Idaho Catholic Foundation:  Fostering the Health and Growth of 

the Idaho Catholic Church 

It is the season of renewal—a natural time to refresh, refocus, and prepare for what lies ahead. It’s also an ideal moment to take a thoughtful look at something many of us tend to put off: our will and estate plans.

Your will is one of the most meaningful gifts you can leave to those you love. It reflects not only your care for them, but also the values and faith that have shaped your life.

We invite you to take a simple but important step today. In appreciation for your support, we are providing access to helpful, no-cost tools to guide you in creating or updating your estate plan. There is no obligation, and you are not required to include a charitable gift.

Click HERE to access:

• Online will-writing tools through our partner, Giving Docs
• Our online Funeral & Burial Guide
• Legacy Giving

Taking action now can provide lasting peace of mind—for you and for those you love.

If you have any questions, I would be happy to assist you in any way. Please don’t hesitate to reach out.

In gratitude and service,

Margaret Hampton

Development Coordinator

Direct 208-350-7539 I Main 208-342-1311, ext. 5139

Charitable donations to a 501-C organization are tax deductible and the IRS considers church tithing tax deductible as well. To deduct the amount you tithe to your church or place of worship report the amount you donate to qualified charitable organizations.  

Stock and IRA Charitable Gift Donations
 
Please consider your securities, including stocks, bequest of a will, mutual funds, life insurance, cash and IRA Charitable Rollover Distributions.  By making a gift of your appreciated securities or retirement account, you can avoid paying capital gains tax that may otherwise be due if you sold these assets.
Contributions are deductible for tax purposes. There are no transaction fees.  

Donations can be stock, bonds, IRA accounts, cash, real estate or other valued items.  Some donations are an entire estate or a portion.  

Your Choices are Enless!

 It usually involves financial or estate planning; however, it is not reserved for the wealthy. Planned giving is a means by which anyone concerned with the wise use of his or her personal resources makes a considered choice about their ultimate disposition.

In general, planned gifts are made through: 

• A Bequest in a Will
• A Life Income Gift such as a pooled income fund, a charitable gift annuity, or a charitable remainder trust
• Gifts of Special Assets (real estate, closely held stock, life insurance, retirement accounts)

Planned giving establishes a way for a donor to provide for family members while remembering the church as well. It often enables the donor to provide more for his or her heirs and to make a larger gift than thought possible. It often reduces taxes as well.

Planned gifts can be designated for an organization’s general funds or its endowment.

Planned gifts are either outright gifts (i.e., gifts of appreciated securities, real property, personal property, etc.) or deferred gifts (i.e. bequests, charitable gift annuities, charitable trusts).

For more informaiton contact: Margaret Hampton at [email protected] or call 208-350-7539

Our Best Resource is a Free Personal Estate Planning Kit which is a tool for organizing your estate- saving you time, protecting your assets and helping you establish your legacy. ​ Best Resource​​​