Other Ways to Give

Bequests

Gifts of Stock

Annuities

Real Estate


 

Bequests

Making a gift to Catholic Charities the Diocese of Albany through your will is a powerful way to make a difference. Your bequest helps ensure that our social services—services that are vital to those among us who are poor, hungry, elderly, isolated, and disabled—will be there when they are needed. The bequest is deductible for federal estate tax purposes.

Making a bequest from a will or a living trust is very simple. You do not have to rewrite your will or trust documents. You simply add an amendment, called a codicil, to your will or trust documents. For your convenience, we have provided some language that your attorney may review:

“I give, devise and bequeath to Catholic Charities of the Diocese of Albany, the sum of _______ dollars ($_____) for the benefit of its general support (or specify the specific program you wish to support).”

Instead of naming a specific amount, you may state a percentage of your estate, a percentage of the remainder of the estate after you have provided for your heirs.

If you have questions or would like further assistance, please contact the Catholic Charities Development Office at 518-453-6650.

Catholic Charities of the Diocese of Albany
40 North Main Ave.
Albany, NY 12203

For more information on planned giving options, please visit the Foundation Office at the link below.
http://www.foundationrcda.org/

 


 

Gifts of Stock

Benefits You and Catholic Charities of the Diocese of Albany

Your gift of stock directly supports your neighbors in need, strengthening our community for all. Moreover, your contribution also brings tax benefits to you and your family.

Gifts of appreciated stocks and bonds offer two tax advantages to donors. On stocks held for more than one year, you may be able to avoid paying capital gains tax on the appreciated value. Your gift is also considered tax-deductible based upon the value of the stock at the time of your donation. It’s a win-win!

For more information or for help making your gift of stock, please contact Kathy Trudeau, Chief Operating Officer by emailing Kathy.trudeau@ccrcda.org or by calling 518-453-6650

 

To properly transfer stock as a gift, your broker will need the information here.


 

 

Annuities

 

Charitable Gift Annuities
A Meaningful Way to Sustain Vital Social Services
 

  

The Charitable Gift Annuity enables you to transfer cash or marketable securities to Catholic Charities of the Diocese of Albany in exchange for an immediate income tax deduction (the year you make your gift) and guaranteed fixed payments to you for life. But most importantly, your Charitable Gift Annuity is a meaningful way to partner with us as we reach out to each and every individual in need – transforming families, neighborhoods and the life of our communities.

  

A gift annuity is simple to create. You fund your annuity with a gift of cash or stock. You are then paid a guaranteed fixed amount, monthly, quarterly, semi-annually or annually for life – you choose what works best for you.

  

Annuities generate an immediate charitable tax deduction and can partially bypass capital gains tax. Your gift annuity can even provide payments for a spouse or other beneficiary of your choosing. Annuity rates vary with age. A charitable annuity named for the benefit of Catholic Charities of the Diocese of Albany can provide you with fixed, guaranteed payments and the satisfaction that you are making a significant future gift to sustain our vital social services.

  

We’re here to answer your questions!

  

Please contact the Development Office with your questions.  518-453-6650

  

For more information on planned giving options, please visit the Foundation Office at the link below.
http://www.foundationrcda.org/

  

 


 

  

Gifts of Real Estate

  

Tax Savings that Transforms Lives

    

Gifts of real estate are a profound and meaningful way to support Catholic Charities of the Diocese of Albany and are not limited to personal residences. They include investment or commercial properties, agricultural properties, parcels of undeveloped land and more.

    

In most circumstances, your charitable contribution is based on the appraised value of the real estate at the time the gift is transferred to Catholic Charities of the Diocese of Albany. On an appreciated property, you avoid capital gains tax by donating the real estate to Catholic Charities of the Diocese of Albany prior to its sale.

    

If you are considering making a gift of real estate to Catholic Charities of the Diocese of Albany or you have questions, please contact the Development Office at: 518-453-6650.

    

For more information on planned giving options, please visit the Foundation Office at the link below.
http://www.foundationrcda.org/