GIVING            SERVING          LEARNING
December 18, 2014 
Santa Claus Has His Checklist, and You Should Too

Charitable giving is on many people's minds during the holidays, but many times the season can be so hectic that something important to you may get lost in the end of year hustle and bustle. 

Here are some easy ways to make the remainder of your 2014 charitable giving impactful:
  • Remember, all charitable gifts that qualify for a charitable deduction in 2014 must either be received by the charities of your choice by December 31, 2014 or be postmarked by that date.                
  • Be mindful of stock transfers, as there is some lag time between when you request the transfer and when the charity receives it. Your tax deduction is based on when it is received by the charity.
  • Consider a gift of stock with long-term appreciation (more than 12 months) when making charitable gifts. Many charities have the ability to handle these types of gifts and since nonprofit organizations do not pay capital gains tax, it is one of the most efficient charitable giving vehicles available.
  • December is a month where many companies give their raises or annual bonuses. Consider setting aside a portion of your good fortune for the benefit of others.
  • Giving through a Donor Advised Fund from community foundations (like The Catholic Foundation) are designed to help donors participate in charitable giving and still benefit from significant tax advantages. Your tax deduction is based on when you place gifts in your fund and you retain the right to recommend the recipients at a time that is most convenient.

 Do you have other questions regarding end of the year charitable giving? Feel free to call us at any time - we would be happy to help!


Vicky Lattner Named 2015 Catholic Foundation Board Chair


The Catholic Foundation has announced that Vicky Lattner will serve as chair of its Board of Trustees beginning in 2015. The current chairman, Tom Codd, will maintain a position on the board as Chairman Emeritus.


A trustee since 2009, Lattner has served on the distribution, audit & administration, and development committees. She chaired the development committee in 2013. She is also a member of The Catholic Foundation's Legacy Circle, which honors those who have made long-term commitments to the Foundation.

"The Catholic Foundation appreciates Vicky Lattner's continued dedication to the Foundation and its mission over the years. As a community leader, life-time volunteer and Catholic Foundation donor, she brings unique and highly-valued expertise to her new role," said Matt Kramer, president and CEO of The Catholic Foundation. "We are confident The Catholic Foundation will continue to experience great success under her leadership."

Ed Leyden to Receive the 2015 Catholic Foundation Award

Ed Leyden has dedicated his life to sharing his Catholic faith and has been selected as the 33rd Catholic Foundation Award honoree in recognition of his leadership and impact in the Catholic community. Leyden will be honored during The Catholic Foundation Award Dinner on Friday, Feb. 6, 2015 at the Hilton Anatole.

"Ed's devotion to his Catholic faith and his outreach is immeasurable, and we are delighted that he is receiving our 33rd Catholic Foundation Award in February," said Matt Kramer, president and CEO of The Catholic Foundation.

Table and individual reservations for the 2015 Catholic Foundation Award Dinner can be made at The Catholic Foundation. Visit, call 972.661.9792 or email for more information.



January 22, 2015 - Application deadline for 2014 Spring Grant Distribution


February 6, 2015 - 33rd Annual Catholic Foundation Award Dinner
All upcoming events are posted on The Diocese of Dallas Catholic Community Calendar. Make the Catholic Community Calendar your resource for all major events happening in and around North Texas in our Diocese.
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