The Catholic Foundation of Southwest Iowa (CFSWIA) periodically runs small informational ads in the Catholic Mirror. One such ad caught the attention of Richard. He knew he needed to update his will and called our offices for help.
In talking, Richard knew that he wanted to leave parts of his estate to the Basilica of St. John, his home parish, but also wanted to support those in need that were seeking a Catholic education.
Richard grew up in Des Moines and through scholarship, attended Catholic schools. Richard’s mother was handicapped and a single mother. He explains, “Without the generosity of others, there is no way I could have attended Catholic schools.” He stated, “Catholic schools changed my life, I was taught lessons that made me a better person.”
Richard knew he wanted to leave his mark on his faith and life through his philanthropy and his wishes. Brooke Pulliam, our Director of Planned Giving, shared a variety of funds and giving tools he could choose to support. Richard knew he wanted to support his parish first, and then he wanted to benefit Catholic education through scholarships for those less fortunate, which is the same type of fund that helped him.
Creating an estate plan takes time and reflection. As the planned giving office for the Diocese of Des Moines, the CFSWIA was able to outline multiple opportunities and needs within the Diocese that aligned with Richard’s wishes to make an impact. One of the comments Richard shared was, “my faith motivated me, it carried me through tough times in my life and illness; but I also found wonderful success. I am blessed, and I want to help.” We certainly are a blessed community. Thank you, Richard.