DONOR RESOURCES

The Catholic Foundation of Southwest Iowa wants to provide our knowledge and expertise for you, for FREE! Upon request, there are many philanthropic resources we can provide to any family or individual in our Dicoese that will allow you to further your philanthropic goals. Please contact us if you want to learn more.

If you have left a planned gift to a Catholic parish, school, organization, or ministry in the Diocese of Des Moines, let us know!

For guidance in creating your will and estate plans, we have a packet for you to view and fill out. Once this packet is completed, please visit with your financial advisor and/or attorney to make these plans official.

For additional information regarding different giving vehicles, we have the resources below for your viewing.

The following is intended to help you and your attorney in drafting a bequest that satisfies your interests.

As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding Catholic Foundation of Southwest Iowa, be sure our organization’s correct legal name appears in all final documents as:

“Catholic Foundation of Southwest Iowa, 601 Grand Ave. Des Moines, Iowa 50309, a Iowa nonprofit corporation, or its successor, Federal Tax Identification Number:
45-5577090.”

General Bequest of a stated sum of money may be worded: “I give to Catholic Foundation of Southwest Iowa, 601 Grand Ave. Des Moines, Iowa 50309, a Iowa nonprofit corporation, or its successor, Federal Tax Identification Number 45-5577090 [insert here the exact dollar amount].”

Specific Bequest of a certain asset from your estate may be worded: “I give to Catholic Foundation of Southwest Iowa, 601 Grand Ave. Des Moines, Iowa 50309, a Iowa nonprofit corporation, or its successor, Federal Tax Identification Number 45-5577090, [insert here a description of the particular property].”

Residuary Bequest, after other bequests and expenses have been paid, may be worded: “I give to Catholic Foundation of Southwest Iowa, 601 Grand Ave. Des Moines, Iowa 50309, a Iowa nonprofit corporation, or its successor, Federal Tax Identification Number 45-5577090, all [or a portion] of the rest, residue and remainder of my estate.”

Contingent Bequest if the person making the will is not survived by certain individuals: “If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to Catholic Foundation of Southwest Iowa, 601 Grand Ave. Des Moines, Iowa 50309, a Iowa nonprofit corporation, or its successor, Federal Tax Identification Number 45-5577090,  [insert here the exact dollar amount, description of property, or percentage of residual estate].”