Plan Your Gift

At the Catholic Foundation of Southern Minnesota, we are here to help you give with purpose, clarity, and confidence. Whether you are responding to a need today or planning for the future, we serve as a trusted vehicle to help you support the Church, your values, and the causes closest to your heart.

By working with us, your generosity is thoughtfully stewarded to make a lasting impact across Southern Minnesota while honoring your faith and intentions.

 

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We’re a Vehicle to Help You Give

We offer a variety of charitable tools designed to make giving simple, flexible, and meaningful. We work alongside you, your family, and your professional advisors to structure gifts that reflect your goals and your Catholic values

 

	Give Today: Open a New Fund		Give Tomorrow: Plan Your Gift
	Creating a fund with the Catholic Foundation today allows you to shape how and where your charitable dollars are used, both now and in the future.		Planned giving allows you to build generosity into your long-term financial and estate plans. These gifts often provide tax advantages while creating your legacy of faith and service. More resources on Planned Giving here.
	Donor Advised Fund A Donor Advised Fund allows you to recommend grants to parishes, schools, and Catholic ministries over time. You receive an immediate charitable tax benefit while maintaining the flexibility to support causes as needs arise.		Bequests A bequest is one of the simplest ways to make a planned gift. By naming The Catholic Foundation of Southern Minnesota in your will or trust, you can support Catholic causes without affecting your current financial security.
	Donor Designated Fund A donor designated fund provides short-term or ongoing support to a specific parish, school, or Catholic organization. Your gift ensures consistent funding for the ministry you choose, aligned with your long-term vision.		Retirement Accounts You may choose to name the Catholic Foundation as a beneficiary of any retirement accounts. Retirement accounts are typically designed to be used during retirement so are subject to high taxes upon your passing. Donating to charity can prevent a large tax implication. If you choose to use this tool, please contact us in advance so that we can be sure to direct your gift to your desired beneficiaries or cause(s).
	Endowed Fund You may choose to make your donor designated fund an endowed fund. An endowed fund is designed to provide permanent support to a particular beneficiary or any Catholic cause in our area. The principal is invested, and annual distributions are used to sustain the ministries and missions you care about for generations to come.		Charitable Life Insurance You may choose to name the Catholic Foundation as a beneficiary or owner of a life insurance policy. This option can create a meaningful future gift, often with minimal cost during your lifetime. If you choose to use this tool, please contact us in advance so that we can be sure to direct your gift to your desired beneficiaries or cause(s).

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More About Giving Through the Foundation

If you're not sure how exactly you'd like to do your charitable giving, that's okay! We pride ourselves on being straightforward and supportive of bringing your charitable goals to life. Our process typically follows five simple steps:

1. We Listen. We begin with a conversation to understand your charitable goals and passions.
2. You Choose. Select the giving options that best fit your needs
3. We Steward. We accept your gift and ensure it is managed with Catholic integrity
4. We Distribute. Funds are granted in accordance with the restrictions and purposes you selected
5. See your generosity make a lasting impact. Ministries you care about benefit from your gift and high investment returns without any administrative burden.

 

Non-Cash Giving Options

Many donors choose to give assets beyond cash. These gifts can offer additional tax benefits and allow you to give in ways that align with your overall financial picture.

Stock / Securities / Equities

Gifts of appreciated securities may help you avoid capital gains taxes while receiving a charitable deduction for the full market value.

Download the Stock Form Now

 

Grain or Other Commodities

For agricultural families, donating grain directly to us can reduce taxable income while supporting Catholic ministries that matter to you.

Download the Form Now

 

Real Estate

Gifts of real estate, including farmland, homes, or commercial property, can be structured to meet your charitable goals while supporting long-term stewardship.

Contact a Planned Giving Advisor to Discuss Your Options Today. Contact Us Now.

 

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Give to Our Existing Funds

If you prefer to support established initiatives rather than creating your own fund, the Foundation offers several funds that address key needs across our region:

 

• Hearts on Fire
• Christ the Teacher
• Seminarian Education Fund
• St. Felix Parish & School Capital Campaign
• Ann Loomis Fund

Donate online here or contact us to learn more.

 

Get in Touch and We’ll Make It Even Simpler

You do not have to navigate charitable giving alone. The Catholic Foundation team is here to answer questions, coordinate with your advisors, and help you take the next step with confidence.

Contact the Catholic Foundation of Southern Minnesota

Phone: 507-218-4098

Email: info@catholicfsmn.org

Or complete the form here, and a member of our team will be in touch to help you plan a gift that reflects your faith, values, and hopes for the future.