Plan your gift.
Your gift matters! You decide how you give. Start here. Visit our planned giving website to learn about popular gift types, download planning guides, calculate your benefits, and more. There is even a resource page for professional advisors with important information they will need to assist you with completing your gift.
Be sure to share your charitable wishes with your financial advisor who knows your personal financial situation and ask them, "What are the best assets and gift instruments for me to meet my charitable wishes for the Church?"
Establish a new fund to benefit your favorite Catholic causes.
It takes very little time to establish an endowment fund with the U.P. Catholic Foundation. New funds to benefit a parish, school or other diocesan entity can be established with a minimum gift of $10,000. When you customize our simple 2-page boilerplate Fund Agreement, start-up legal fees are waived. Once the fund reaches $50,000, annual distributions begin. You can also establish other funds with a minimum gift of $75,000 plus start-up legal fees. Start by contacting us to discuss your charitable intent.
Email Rob at firstname.lastname@example.org or telephone (906) 227-9108.