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Planned Giving
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Welcome to the Planned Giving Site for The Catholic Diocese of Cleveland Foundation
The planned giving staff at CDCF stands ready to help you meet your unique financial needs by:- Providing gift plans that benefit you and your family
- Bringing immediate and deferred tax advantages to both you and your heirs
- Having a meaningful impact on our mission, beyond your lifetime and far into the future
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God Guides This Physician's Hand
Dr. Deborah Brindza has had her fair share of close calls, and each time God has been there to help her through those tough times. It was a natural next step for Debbie to plan gifts that would benefit the Church after her lifetime.
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How to Name Us as Beneficiary of Your Retirement Plan
If you would like to change the beneficiary of your retirement plan to benefit The Catholic Diocese of Cleveland Foundation but are worried that the process may be inconvenient and complicated, you're about to be pleasantly surprised. Read how easy it is.
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The Mess She Nearly Left: Estate Plan Review Averts Potential Heartache
When Tracy O'Brien* created her first will in 2002, her goal was simple—to protect the future of her only son. Estate planning attorney Johni Hays reviews the 2002 plan and gives her advice to ensure Tracy's goals are met.
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Good Things Happen When You Make a Will
What do you want your will to do? When kept up-to-date, your will can specify your exact wishes. Check to make sure your will covers these seven planning practices.
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Research Reveals What the Kids Will Think of Your Charitable Intentions
Have you thought about including The Catholic Diocese of Cleveland Foundation in your estate plan—as the beneficiary of your retirement plan assets or as a recipient in your will, for example—but hesitated because you were worried about providing for your family? New research reveals how your loved ones feel about sharing their inheritance.
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