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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 | Chronic Illness – Care of Your Person
 If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. 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.
 | 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 >>. |
 | Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>. |
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 K. Avery, CPA
Chief Financial Officer |
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 tavery@ccfphx.org.
If you are a professional advisor, you may take the following steps on this site.
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