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Giving From Your Donor-Advised Fund

Gift of Donor-Advised Fund Diagram

How It Works

  • Name the Roman Catholic Diocese of Raleigh as a beneficiary of your donor-advised fund.
  • Designate us to receive all or a portion of the balance of your fund through your fund administrator (you can also make a grant to us at any time from your donor-advised fund).
  • The balance in your fund passes to the Roman Catholic Diocese of Raleigh when the fund terminates.

Benefits

  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Maintain flexibility to change beneficiaries if your needs change during your lifetime.

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