Planned Giving
One charitable gift, a lifetime of benefits
- Your gift will help The Orange Catholic Foundation fulfill its mission
- You will enjoy a wide variety of tax benefits
- You will give back to the causes that mean the most to you
Donor Stories
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Serving Retired Priests With A $50,000 Donation"It is a privilege to make a donation to the Orange Catholic Foundation with the intent of benefiting the Diocese of Orange Priests Pension Plan.
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The Power of PrayerIf you don't think prayers are powerful, John McKinney's story would definitely have you rethink that phrase. About 20 years ago, John prayed that...
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A Better Way to GiveWhen Jesus said, "It is more blessed to give than to receive," He probably had no idea how complicated giving would become two millennia later.
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Creative GivingSome Catholic seniors with limited income think that they cannot give meaningfully to the Church, but through the use of creative planned giving methods, unexpectedly significant gifts are often possible.
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Legacy ProfileJames LeMay met his future wife, Mary Dicks, through their mutual involvement in youth ministry at St. Paul Catholic Youth Center in Minnesota.
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Fred DudaFred Duda may no longer be with us, but his generosity and legacy live on, thanks to the Duda family.
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John and Lyn McKinneyGiving is, and always will be, a cornerstone of the Catholic faith. All devoted parishioners know that they have a responsibility to...
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JACK AND JUDY PERRYIn 1981, Jack and Judy Perry were invited to a friend's home on a Sunday morning. Nuns were among the guests, and the group celebrated Mass and then talked about...
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DR. KY NGUYEN AND MRS. HUONG T. LEParishioners of Blessed Sacrament Church in Westminster, the couple and their four children escaped from their homeland in 1975 and arrived in Orange County with...
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DR. TOM AND DR. CYNTHIA COADDr. Tom and Dr. Cynthia shared a heart for music. Tom Coad, was a retired dentist, and Cynthia Coad, a former county supervisor and retired school administrator, were big supporters of Christ Cathedral ...
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KAREN MAUROFrom an early age, Karen knew God was present in her life. When Karen was only two years old, her mother passed away. Her father had no money, so she and her newborn sister...
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LYNNE AND DENNIS JILOTThe Jilots come from humble beginnings. Dennis' father was a mill worker in Green Bay, WI, and Lynne's father was a mail carrier. Faith has always been at the center...
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TAN NGUYEN AND TIEN T. PHOTan Nguyen and Tien T. Pho are new to Orange County, but they already have fallen in love with Christ Cathedral Parish and their involvement in works of mercy...
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Gift Examples
Learn how others have made an impact through their acts of giving to our organization and others.
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BequestsJoe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.
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Tax-Free SaleHoward and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
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Fixed Income for RetirementAfter working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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Capital Gains Tax BypassedPeter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
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Peace of Mind Gift AnnuityMany years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it.
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Sale and UnitrustGene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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The Retirement UnitrustMary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
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Property Turns Into IncomeMiranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.
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Flexible Deferred Gift AnnuityLewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
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Part Gift and Part SaleSusan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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Current GiftsAs is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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A Bequest to Further Good WorkNancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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Deferred Gift AnnuitySeveral years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision.
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Gift Annuity for Real EstateJonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000.
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A Bequest to Save TaxesThomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work.
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Leading for the FutureLuke and Candice spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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Give it Twice TrustWhile visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust.
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Providing for Our Children's FutureJoe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.
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