Estate Gifts and Planned Giving provide a way to fulfill your charitable and philanthropic intentions with gifts made to Tampa Catholic  from your estate after your death in accordance with specific plans you have made during the course of your lifetime. 

Indeed, some of the greatest opportunities to arrange for your charitable contributions may occur at the same time you are making other major business, personal, and financial decisions, e.g., when you write or revise a will; sell a business or other major asset; plan for retirement; and/or receive an unexpected financial windfall. Estate gifts and Planned Giving instruments can be simple, or sophisticated enough to provide for a complex array of commitments to families, friends, businesses, and charitable institutions. Planned giving affords individuals of all income levels the opportunity to give something back to the community, as even a small percentage of any estate can be bequeathed to charity.


With a planned gift, you can take care of yourself and take care of Tampa Catholic High School. The staff in the Office of Advancement are happy to help you explore how an estate or planned gift might help you achieve your financial and philanthropic goals. 

If you have questions on how you can make an estate or planned gift to Tampa Catholic, contact Sherry Copestick, Executive Director of Advancement and Enrollment at 813-870-0860 extension 232 or email her at scopestick@tampacatholic.org.

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Tampa Catholic High School as part of your estate plan.  A bequest can be made in several ways: …
You can designate Tampa Catholic High School, Inc. as a beneficiary of a retirement plan or life insurance policy. To do so, contact the retirement plan administrator or life insurance company and complete the appropriate beneficiary designation form. 
A Charitable Gift Annuity is an investment account where donor receives a specified payment for life, and at their death, leaves the remainder to charity. A Charitable Gift Annuity (CGA) established with the Diocese of St. Petersburg's Catholic Foundation allows a donor to…
A Charitable Lead Trust is an irrevocable trust designed to provide financial support to one or more charities for a period of time, with the remaining assets eventually going to family members or other beneficiaries. Charitable Lead Trusts are usually complicated and subject …
A Charitable Remainder Trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or other beneficiaries, with the remainder of the donated assets going to your favorite charity or charities. Charitable Remainder Trusts are u…

 

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