Thanks to the support of Bishop David Ricken and the Green Bay Diocese, 100% of the funds raised in the one by One campaign will remain in Oshkosh. 

Lourdes Academy serves a vital purpose in our community. A cornerstone of faith formation and education, Lourdes is developing the next generation of religious and lay leaders. Together Lourdes Academy and the Oshkosh parishes are working to grow the Catholic faith in the community.

And, thanks to the support of Bishop David Ricken and the Green Bay Diocese, 100% of the funds raised in the one by One campaign will remain in Oshkosh. Please consider a gift to the one by One campaign using one of the giving methods below. A sample gift chart helps to illustrate how a gift can be broken down over five years.

Make your gift online by clicking HERE.

Checks are the simplest donation and provide immediate benefits. Your gift can be made outright or fund many life income arrangements. Gifts of cash include currency, personal checks, money orders, credit cards and wire transfers. Checks should be made payable to CF – one by One and should be mailed to:

The Catholic Foundation for the Diocese of Green Bay, Inc.
PO Box 22550
Green Bay, WI 54305

Ideally, currency should not be mailed to the Catholic Foundation office. The Catholic Foundation accepts the following credit cards: American Express, Discover, Mastercard and Visa.

To make an on-line gift please visit www.one.catholicfoundationgb.org/give.

Any pledged gift must be evidenced in writing and must include a timetable as to when and how the gift will be made. Pledge payments should not exceed three to five years, although exceptions may be granted by the Catholic Foundation staff.

One of the simplest gifts is to use Appreciated Assets, often low-yield and in a well-timed manner, to make either outright gifts to the parish campaign account or to fund a charitable life income plan like a charitable remainder trust. If the donor uses an appreciated capital asset held at least one year to fund a charitable plan, any charitable deduction will be based on that asset’s full fair market value. The potential sale of appreciated assets can be the “triggering event” that causes individuals to seriously consider a charitable arrangement.

There may be significant advantages in these plans: both capital gains and income tax savings, higher returns from investing a balance undiminished by taxes and tax-deferred diversification. Please contact your advisor for more information. Please also fill out the form located at www.catholicfoundationgb.org/stock.

Stocks and Securities

Through the form on the Catholic Foundation website you will be given the receiving firm, DTC #, Account Title and Account #. All questions should be directed to Mary Reynebeau at 920.272.8223. Remember to specify the location of the parish and indicate the charitable purpose of the donation.

Example:

The stock should benefit (parish name), located in (location) and fulfills (my diocesan capital campaign commitment).

Catholic Foundation for the Diocese of Green Bay, Inc. | P.O. Box 22550 | Green Bay, WI 54305-2550 | 920.272.8008

Estate and other planned gifts, such as bequests and trusts, are most welcome and appreciated.

Sample ways to make a planned gift, designated for your specific parish campaign account include:

Most planned gifts are made with the simplest form of gift: a bequest under your will. Your attorney can prepare the necessary document (this also may be done through a beneficiary designation on bank or investment accounts). Campaign credit for bequests are subject to existing guidelines as established by the Catholic Foundation for the Diocese of Green Bay.

Donors may assign an existing policy no longer needed for its original intended purpose. Upon the donor’s death, the proceeds will be added to the parish campaign account. A donor may also purchase a policy and name the Foundation as the owner and/or beneficiary. Upon your death, the proceeds will be added to your parish campaign account. Please contact your insurance agent for more information and please also let the Catholic Foundation know of your wishes.

Only irrevocable gift arrangements will be counted toward the one by One campaign.

For many friends of the parish their IRA or other qualified retirement plan represents a major family asset. Federal income tax law changes now allow IRA owners age 70½ or older to take an annual tax-free distribution of up to $100,000 and donate it to charity. To make such a gift, it is important not to withdraw funds prior to making a gift. Instead, funds should be distributed directly from an IRA to the Catholic Foundation. In order to make a qualified gift on an IRA to the capital campaign, the following conditions must be met:

- The donor must be at least 70 ½ years of age;

- The gift must come from an IRA (not a TSA or 401(k));

- The gift is a direct transfer to the Catholic Foundation and not a disbursement to the donor; and

- There is a $100,000 aggregate limit for all direct IRA transfers to charity.

Charitable Remainder Trusts have two forms: annuity trust or unitrust. An annuity trust pays a fixed percentage rate for the entire term of the trust to the donor for life and the remainder to the parish campaign account at the Foundation. The term cannot be varied, nor can additional assets be added to the trust.

A charitable remainder unitrust is currently the most popular vehicle for larger gifts. It pays the donor the stated percentage return based upon the value of the assets, which are revalued on an annual basis at the end of the calendar year. Upon the donor’s death, the remainder goes to the parish campaign account at the Foundation. Please contact your attorney or financial advisor for more information.

Real Estate

Gifts of real estate will be handled on a case-by-case basis. If you would like the Foundation to consider a gift of real estate, please contact Josh Diedrich, Executive Director of the Catholic Foundation, at 920.272.8197.

It is the responsibility of the donor to consult with a tax advisor or attorney to determine tax deductibility. A tax substantiation letter will be provided.

Matching Gifts

Many companies have a matching gift plan to encourage employee philanthropy. Often they come with restrictions that must be adhered to in order to qualify. Please be aware many companies exclude religious organizations. If you are considering a matching gift, please obtain the application from your company to see if gifts to the campaign would be eligible for a match. Eligible gifts will count toward your parish goal.

Catholic Foundation for the Diocese of Green Bay, Inc. | P.O. Box 22550 | Green Bay, WI 54305-2550 | 920.272.8008