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Welcome to the Catholic Community Foundation
Planned Giving
Thank you for your interest in the Catholic Community Foundation. It is our ministry to provide you with information that will enable you to make informed decisions. We have an increasing number of friends at the Foundation who are benefiting from life income gifts, gift annuities, Personal Family Funds and other plans. Thank you for taking the time to visit us.
| Personal Planner | Perils of Probate
 Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ... |
Benefits For Family and the Catholic Community Foundation
There are many types of plans. Many of these have wonderful benefits for the gift donors. Many of our families have enjoyed increased income and generous tax savings while benefiting many charitable causes both Catholic and secular. You might start by meeting these friends. Just click on the picture and you can view each story. These are just a few of the planned giving techniques available through the Foundation.
 | Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
 | Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent decisions about your charitable gift. These pages are here to help you learn how gift-planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Thomas L. Thieken
Director of Planned Giving |
Thanks very much for visiting us! I hope this information will be beneficial to your plans. I would be very pleased to help you. Simply click here to email me at your convenience, or call me at 602-354-2401 |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact tthieken@ccfphx.org.
If you are a professional advisor, you may take the following steps on this site.
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