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