Gift Guide Chart
The Diocese of Kansas City-St. Joseph Office of Stewardship and Development is ready to help you find the gift that fits your situation. We'll be glad to consult with you and/or your adviser and answer questions.
Whatever your objective - to create a secure income stream, increase your heirs' inheritance or reduce taxes - the chart below shows a way to give that meets every goal.
| If you want to: | I should: |
How to Gift: |
Benefits to me: |
| Give quickly & easily |
Make an outright gift |
Donate cash, securities or real property |
Income tax deduction this year; avoids any capital gains tax |
| Make a revocable gift during your lifetime |
Make a bequest in your will or revocable trust |
Name the Diocese of Kansas City-St. Joseph or any parish, school or other ministry |
Lifetime control of assets; possible estate tax savings |
| Supplement your income with fixed annual payments |
Establish a charitable gift annuity |
Enter a contract with the Diocese of Kansas City-St. Joseph for any of its ministries, under which we'll pay you a fixed amount annually |
Reduced income tax in year of the gift, fixed guaranteed payments for life |
| Avoid double tax on retirement plan assets passed to heirs |
Make a retirement plan gift |
Name the Diocese of Kansas City-St. Joseph or any of its ministries as a percentage beneficiary of the remainder of your retirement plan assets |
Avoids heavy tax on gifts to heirs, allowing less costly gifts from other assets that are not taxed to heirs |
| Make a large gift at little cost to me |
Make a life insurance gift |
Give an existing policy or purchase a policy naming the Diocese of Kansas City-St. Joseph or any of its ministries as owner & beneficiary |
Income tax deduction in year of the gift; possible future tax savings upon death |