End of Year Gifts and Tax Planning
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With the end of the year approaching, a charitable gift can help you support the mission of The Catholic Foundation as well as help you receive tax benefits. The Catholic Foundation is your resource for charitable giving. Giving through The Foundation is easy.
Donors can: - establish a Donor Advised Fund at the Catholic Foundation.
- add to a fund with gifts of cash, stocks, appreciated securities and other financial assets.
- access and log in to your fund via the secured DonorLink to make grant requests.
- receive tax savings and benefits from your charitable giving.
- give through a trustworthy organization with help from experienced and helpful staff.
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2014 Advisors Series to Feature Jonathan Blattmachr
The 8th annual Advisors Series for Estate and Wealth Management Professionals is scheduled for December 10, 2014 at the Belo Mansion in downtown Dallas. Jonathan G. Blattmachr will be the featured speaker.
Presentation title:
Some of the Best Estate Planning Techniques for 2015 and Beyond including: Future of Estate Planning (Don't Get Behind the Curve if you want to continue to practice); The SuperCharged Credit Shelter Trust (sm) vs. Portability; Charitable Lead Trusts and Life Insurance . . . more
For more information on the event, online registration and event sponsorship opportunities please visit the event page on our website.
Thank you to our presenting sponsors:
Gardere Wynne Sewell LLP and Carter Financial Management.
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Work of Heart Awards Recognize Excellence in Catholic Schools
 The 2014-2015 School year marks the ten year anniversary of The Work of Heart program. A donor of The Catholic Foundation created a fund to recognize all those who work tirelessly and selflessly to ensure that students can enjoy the benefits of a Catholic education. Over the past ten years this fund has awarded more than $575,000 to more than 900 teachers, administrators and staff of Catholic lower, middle and high schools in the Diocese of Dallas.
Do you know someone who shows outstanding service to their school, models a Christian/Catholic example, and goes the extra mile for a student, family or the community? During this school year take the time to nominate anyone who works at a Catholic school in the Diocese of Dallas. Work of Heart Awards are distributed monthly. Nomination forms are available at catholicfoundation.com and due by the 20th of each month.
If you would like to contribute to the fund and help The Foundation in recognizing excellence in our Catholic schools contact us or donate online.
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SAVE THE DATE: UPCOMING EVENTS
October 9, 2014 - A Year on the Plaza Art Unveiling
November 15 & 16, 2014 - Catholic Foundation Sunday
December 10, 2014 - Advisors Series for Estate and Wealth Management Professionals - Presenter, Jonathan G. Blattmacher
February 6, 2015 - 33rd Annual Catholic Foundation Award Dinner
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