Planned Giving

Goals and Benefits

Your Goals

Your Strategy

Your Benefits

Maximize your deduction; minimize the gift details.

Use cash to make your gift to the Arlington Diocese.

Claim your deduction against a larger portion of your adjusted gross income, and make an immediate impact on the Arlington Diocese.

Avoid capital gains liability and take an income tax deduction.

Use appreciated securities, instead of cash, to make your gift.

Buy low and give high — while avoiding capital gains tax.

Make a gift for the Arlington Diocese's future that costs you nothing now.

Include a bequest for us in your will (cash, specific property, or a share of the estate residue).

Today — a painless way to build our financial strength.

Tomorrow — resources that we will put to use.

Leave more of your estate to your heirs.

Name the Arlington Diocese as beneficiary of your retirement plan, leave less-taxed assets to family.

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs.

Create a long-term gift that won't draw funds from your estate.

Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need.

Increase your ability to make a significant gift to the Arlington Diocese.

Get benefits back from the assets you give to the Arlington Diocese — and thus afford a larger gift.

Create a life-income plan like a charitable gift annuity or a charitable remainder unitrust.

Receive income for your lifetime; receive a charitable deduction; diversify your holdings.

Reduce high tax liability now; gain additional income later.

Establish a deferred gift annuity.

A larger deduction and a higher income rate than our other life-income gifts offer.



The Catholic Diocese of Arlington
200 N. Glebe Road
Suite 811
Arlington ,VA
(703) 841-2516