For Advisors

The Foundation is your partner for simplifying your clients' charitable legacy giving. We can connect your clients with the programs and organizations that fit their philanthropic interests. We can also help them set up funds to fulfill their legacy giving and simplify their charitable giving.

Key Ways We Can Help Your Clients
  • When your clients name "The Catholic Community Foundation of Santa Clara County" in their estate plan, their bequest to charity becomes extremely simple. We distribute the gifts in the amounts or percentages that they have predetermined with us. Changing beneficiaries is now just as simple as updating a form and costs your client nothing. Find sample bequest language here
  • We provide Family Endowments which can start granting during the client's lifetime or as the result of a bequest.
  • Has your client already named a Catholic parish, elementary school or the Diocese in their estate plan? When they fill out the Legacy Intention Form, we welcome them into the honorary legacy society of the Diocese of San Jose, the Society of Saint Joseph.
Advisor Resources

More information about types of legacy gifts, giving options for your clients and examples of donor stories.

More

Advisor Tools

Charitable Tax Reference

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
More

Legacy Gift Intention Form

Has your client named their local parish, a Catholic elementary school, the Diocese of San Jose, or the Foundation in their will or trust? Give them this form to complete so that we can welcome them into the Society of Saint Joseph.
More

Sample Bequest Language

Has your client named their local parish, a Catholic elementary school, the Diocese of San Jose, or the Foundation in their will or trust? Give them this form to complete so that we can welcome them into the Society of Saint Joseph.
More

Deduction Calculator

The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.
More
Advisor News
scriptsknown