Donor widens the Circle of Hope

May 5

DEVELOPMENT NEWS

Donor widens the Circle of Hope — Vicki M

Vicki M., cat lover and retiree, recently updated her estate plans. Her attorney had given her a list of things to consider, documents to gather, and contact and account information to compile. Of particular importance to her was to get the tax identification number of Catholic Charities so that she could make a bequest to support our work and further her values. When her attorney checked on the progress of her to-do list, Vicki explained that she was yet to inform Catholic Charities of her intention, but she’d get to it. Her attorney advised that this step was unnecessary, that her intentions were private, and informing charities was not required to make a legacy gift. Vicki thought differently.

“I believe it is important for Catholic Charities to know that they will be supported by people like me who include them in their will or trust. By doing so, we ensure that they will be able to continue their wonderful work into the future.”

Vicki’s opinion is highly valued by charities like ours. By informing us, you allow us the ability to thank you during your life, plan for our future, and bring more help and hope for years to come.

Have you made a legacy gift to Catholic Charities in your will, trust, life insurance, retirement or other accounts? If so, you are a Circle of Hope member, a group of unique and special friends who have invested in the future of Santa Clara County. When you inform us, you will receive a special message from Bishop Cantú welcoming you to our Circle of Hope.

Join Circle of Hope completing this short survey: bit.ly/CoHSurvey