There are several simple, flexible ways to include Now Forward in your estate plans. Here are the most common.

You can easily make a charitable gift of a specific dollar amount, a percentage of your estate or trust, a certain asset, or make the Now Forward Endowment Fund a “residual beneficiary.” In addition to a very generous charitable gift, your trust or estate receives an estate tax deduction as well.

See the types of bequests or review specific wording options that may be appropriate for your will or trust.

By designating the Now Forward Endowment Fund as a beneficiary of your IRA or retirement plan, you support our important work and avoid both estate and income tax. All that’s required is to name “The Catholic Foundation for the benefit of the Now Forward Endowment Fund” as beneficiary for a portion or all of your IRA or qualified retirement plan.

You can assign whole life insurance policies and name “The Catholic Foundation for the benefit of the Now Forward Endowment Fund” as beneficiary. In return for your generosity, in most cases you receive a tax deduction for the premiums you have paid on the policy.

Making a gift for the benefit of Now Forward after you are gone is a wonderful way to create a lasting legacy and ensure that the social safety net that our community depends on will be there for generations to come.