Archdiocese of Indianapolis

STEP ONE
ENTER INFO
STEP TWO
CONFIRMATION
STEP THREE
RECEIPT

Planned Gift Intention Form

Thank you for your generous intention to support an archdiocesan parish, school, or ministry through your estate plans. The Archdiocese’s Catholic Community Foundation (CCF) serves as a central resource to record these estate gift intentions and to assist our parishes, schools, and ministries in processing them when received. Please know that 100% goes to the designated beneficiary – neither the Archdiocese nor CCF takes a fee or percentage.

Sharing the basic details of your future gift helps the Church:

Process your gift efficiently when the time comes
Ensure your intentions are properly documented and honored
Respect any anonymity preferences
Express gratitude during your lifetime

Please complete as much of this form as you are comfortable with. Keep in mind that your legal documents will always supersede it. Once submitted, we will notify any named beneficiary of your intention unless you request otherwise. Thank you for your commitment to the future of our Church!

Donor Information

First Name: *

Last Name: *

Type of Gift

I have made this gift provision through my… (Please check any that apply)

Will

Retirement Plan (i.e. IRA,401k, 403b, 457)

Life Insurance Policy

Bank or Brokerage Account POD/TOD

Living Trust

Donor-advised Fund

Charitable Remainder Trust

Other:

Other Description:

Documentation (OPTIONAL)

To help ensure that the Beneficiary and Archdiocese are able to fulfill my wishes and utilize my gift in the manner in which it is intended, I intend to supply a copy of my will, trust beneficiary form, or other testamentary document, or the applicable page within, pertaining to my gift and intentions (this will be kept confidential):

I intend to share documentation
Send documents to ccf@archindy.org

I do not wish to share documentation

Let's discuss

Contacts

To assist the Beneficiary and Archdiocese with efficient processing of my intended gift, please refer to the following persons or financial institutions when the time comes:
(i.e. an Executor of estate, Trustee, Estate Attorney, or Custodian Company of plan, policy, or fund)

Name/Company:

Role:

Phone:

Email:

Address:

Inspiration

What motivated you to include this gift in your estate plans? (check any that apply)

Gratitude to God, the Church, and/or the Beneficiary I am supporting

A sign and witness of my values to my family, friends, and/or community

In honor/memory of a family member, friend, or person associated with the Beneficiary

Financial and tax advantages - a means to maximize giving to heirs and to the Church

Someone asked me to consider it (pastor, financial advisor, estate attorney, etc.)

Other:

Other Description:

Additional Details or Questions

If there are any additional details about your gift that would be helpful for the Beneficiary and Archdiocese to know, please list those below. Also, feel free to use this section to leave any comments, questions, and/or concerns you may have, and we will be happy to respond.

Additional Details or Questions:

Preferred Phone:

Preferred Email: *

A receipt will be e-mailed to this address.

Thank you for sharing this important information. We understand that the shared information regarding your planned gift is not legally binding and is subject to change. In accepting your gift, we will follow civil law and canonical law in the recognition of your intent. To assure that your gift is legally recognized, it is imperative that you communicate and consult with your attorney and have this information saved with your legal documents.