Donors
Donor Resources
Our dedicated staff is your first point of contact in planning and making a gift. Please contact us if you have questions regarding any of these materials.
Ways to Give at Year End
Giving Overview
- Bequest Language for Wills
- Catholic Foundation Financial Documents
- Gift Acceptance Policy
- Instructions for Transferring Securities
- IRA Charitable Giving
- IRA Rollover to a Charitable Gift Annuity (CGA)
- Questions to Ask Your Tax Advisor about “Bunching”
Funeral Planning Guide
This resource was created in collaboration with pastoral leaders and bereavement ministers to offer compassionate and practical support to individuals and families. The guide can be completed by an individual at any time or by a family after the passing of a loved one. It offers guidance on planning a Catholic funeral in accordance with Church teachings, liturgical options and explanations for funeral rites, and tools for individuals to leave a Catholic legacy. Download the guide here.
Fund Information
Please call the Catholic Foundation office and speak to a staff member if you have questions about establishing a fund. Our number is 404.497.9440.
- Donor Advised Funds at a Glance for Donors
- Endowments at a Glance for Donors
- Named Endowment Fund Sample Agreement
- Field of Interest Endowment Fund Sample Agreement
- Donor Advised Fund Sample Agreement
- Fund Fee Schedule
Webinars
View recordings of our past webinars.
Donor Advised Fund Holders
Already a donor advised fund holder? Please visit the login page to access the Fund Advisor Portal and the Fund Advisor Portal guide.
