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About

Year End Giving

The end of the year is a busy time, full of holiday fun with family and friends, special celebrations and a time of rejuvenation for the New Year. It’s also one of the best times to review financial decisions, especially decisions regarding charitable giving. There are certain benefits to making gifts before the end of the year. The following information is designed to help answer your questions about giving at year end.

Ways to give

Whether you already have a giving plan or you are just beginning to consider your giving options, it’s important to consider the different ways to give and how they can help you accomplish your giving goals.

Read below to discover more about the variety of ways to give.

Cash Gifts

Cash Gifts

Gifts of cash via cash, check, credit card and some electronic transfers are easy and convenient. You can make these gifts online and by mail. These gifts can be designated for vital needs of the Diocese such as the Annual Diocesan Appeal, your St. John Paul II Shepherd’s Guild membership or a Parish Capital Campaign.

Donate Now

Important Giving Deadlines for Tax Purposes:

  • In order to be credited as a donation in the 2018 tax year, checks must be dated and mailed with a postmark on or before December 31, 2018.
  • Credit card gifts are effective on the date the card is charged.
  • Electronic fund transfers are effective on the date of the transfer.

Gifts Through Retirement Plans

Gifts Through Retirement Plans

Did you know that retirement assets may be used to help achieve philanthropic goals? Gifts through an IRA charitable rollover, especially for those 70 ½ year old or older, may be right for some donors. Those who meet the age qualification can give up to $100,000, tax exempt, from their IRA directly to the Catholic Diocese of Fort Worth Advancement Foundation. This type of gift also meets the annual Required Minimum Distribution (RMD). Making a charitable contribution using an IRA RMD could be a wise gift-making option especially for those who no longer itemize deductions for tax purposes.

IRA Rollover Intent Form

Noncash Gifts

Noncash Gifts

Noncash gifts are generally appreciated stocks and securities. Gifts of appreciated stocks and securities can be designated and are also easy and convenient to complete. The Advancement Foundation also receives gifts of real estate and other types of property as donations to the Diocese of Fort Worth as another way to support ministries like Catholic Charities.

Electronic Transfer of Stock Instructions

Important Giving Deadlines for Tax Purposes:

  • Stocks transferred electronically are effective on the date of transfer.

Beneficiary Gifts

Beneficiary Gifts

The end of the year is also the perfect time to review end-of-life documents and make any necessary changes. One change to consider is naming the Catholic Diocese of Fort Worth as the beneficiary on life insurance policies, a will, trust or other estate plans. The Diocese would be honored to be part of your legacy after you provide for your loved ones.

My Catholic Giving Guide

A Resource to Discern Your Giving Level

The My Catholic Giving Guide is a tool to help you give from your “first fruits”, not from your leftovers, and plan your giving on an annual basis.

My Catholic Giving Guide

Donor Assistance during the Holidays: Friday, December 21, 2018 – Tuesday, January 1, 2019

Contact by phone or email regarding year-end giving is available to donors at: 817-945-9463 or . Messages will be monitored and returned as soon as possible. There is also a mail slot accessible at the front entrance to the Catholic Center for hand-delivered gifts. The Catholic Center is located at: Diocese of Fort Worth, 800 W Loop 820 S, Fort Worth, TX 76108.

Tax Deductible Year-End Giving

The requirements for tax deductible year-end giving as follows:

  • In order to be credited as a donation in the 2018 tax year, checks must be dated and mailed with a postmark on or before Monday, December 31, 2018.
  • Credit card gifts are effective on the date the card is charged.
  • Electronic funds transfer is effective on the date of the transfer.
  • Stocks transferred electronically are effective on the date of transfer.
  • Cash must be in hand before December 21, 2018 and deposited to be eligible for a 2018 tax deduction.