Balancing Family and Giving
2 Ways to Make an Impact
Despite the hardships many of us have faced the past year, many people still want to make a difference where they can. But balancing your family’s needs with your desire to help can be difficult.
Luckily, there is a solution: consider making a gift for the future. Many of these gifts don’t require you to part with assets today, ensuring your family has what they need now while also allowing you to make an impact on the future of Caritas of Austin.
Here are a few simple ways you can support Caritas of Austin without parting with assets today:
- Include Caritas of Austin in your will or trust. This is an easy and flexible way to extend your support. You can give a specific amount or leave a percentage of your estate. As little as one sentence in your will is all it takes to complete your gift.
- Name Caritas of Austin as a beneficiary of your retirement plan assets. To make this tax-wise gift, simply contact your plan administrator to request a change-of-beneficiary form or log onto their website to update your beneficiaries.
Be Part of Our Future
When you include a gift to Caritas of Austin in your estate plan, you ensure we can continue our work far into the future. Contact Amy Jackson, CFRE at firstname.lastname@example.org or 512.646.1262 to learn more about the impact your gift can make at Caritas of Austin or request language you can use to include us in your will.