Making a Gift from Your Will or Trust


What are the benefits of leaving a gift in your Will or Trust?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How can I learn more?


How do I make a gift from my Will or Trust?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends, your parish, a Catholic school, or the Bishop to use where most needed as part of your estate plan.


What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?


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The Catholic Foundation of Central Florida, Inc.
50 E. Robinson St., Orlando, FL 32801
P.O. Box 4905 Orlando, Florida 32802
Phone: 407.246.4889 | Fax: 407.246.4939
catholicfoundation@cfocf.org