Endowed Gifts

Your Gift Can Last Forever

An endowment gift to a parish, school, or other entity today provides a brighter picture for our future. When you make a donation to an endowment, you give a gift with both immediate and long-term benefits.

Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at a parish, school, or other entity. The remaining funds are reinvested to ensure indefinite support.

An Example of How It Works

Couple Smiling Longtime a parish, school, or other entity supporters Charlie and Susan have two goals: First, they want to make sure a parish, school, or other entity continues to receive support after they are gone. Second, they want to create a lasting legacy for Charlie’s parents.

Charlie and Susan make a $25,000 donation to a parish, school, or other entity, which we invest, and each year, a portion of the income from the invested money will be used to support our mission in honor of Charlie’s parents. Plus, Charlie and Susan qualify for a federal income tax charitable deduction on their taxes.

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Next Steps

  1. Contact Jodi Halligan at 515-237-5044 or jhalligan@cfswia.org to discuss endowed gifts.
  2. Seek the advice of your financial or legal advisor.
  3. If you include a parish, school, or other entity in your plans, please use our legal name and federal tax ID.

Legal name: Catholic Foundation of Southwest Iowa
Address: 601 Grand Avenue, Des Moines, IA 50309
Federal tax ID number: 45-5577090

Start Paying It Forward

View and download your FREE copy of Endowments: A Never-Ending Legacy.

Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit