Planned Gift Statement

Thank you for your intention to include the Catholic Foundation of Southwest Iowa, or a Catholic parish, school, or organization within the Diocese of Des Moines in your estate plan. In order to accuractely document your intention, please complete this form with as much detail as you are willing to share. Any information about your gift will remain confidential.

Declaration

    Contact Information

  • If you answered no to the previous question, you may skip this section. If you answered yes, please fill out this section.

    • Gift Description

  • This private information is for the Catholic Foundation of Southwest Iowa files only. It allows for us to plan for future events and community recognition.

    • Will or Trust

  • If your gift is included in a will or trust, please provide the following information as it is applicable. If your gift is not included in a will or trust, you may skip this section.

    • Beneficiaries

  • If your gift is directed by a beneficiary designation, please provide the following information. If your gift is not directed by a beneficiary designation, you may skip this section.

    • Legacy Society

  • The Legacy Society recognizes any individual or family that has made a gift through a will/bequest/trust of assets to a Catholic parish, school, or organization within the Diocese of Des Moines.
 

Verification