Leaving a Legacy
Thank you for everything you’re doing to re-energize the Catholic Church in America. Here are three ways you can continue to make a difference. For more information about these options and other ways to include Dynamic Catholic in your estate plans, please contact our Development team.
Leaving a Bequest
You can name a particular dollar amount or percentage of your estate to Dynamic Catholic. This type of donation in your will or living trust helps ensure that the great work we are doing at Dynamic Catholic will continue for years to come.
If you would like to make such a gift, your attorney may use the following language:
"I, [Name], of [City, STATE, ZIP], give, devise and bequeath to The Dynamic Catholic Institute [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."
You can name Dynamic Catholic as a primary, partial, or secondary beneficiary to your retirement plan, insurance policy, or investment accounts. If you so generously choose to make this gift, you will need the following information:
The Dynamic Catholic Institute
Federal tax ID number:
901 Adams Crossing
Cincinnati, OH 45206
Gifts of Stock or Mutual Fund Shares or Other Securities
Your broker can assist you in making a gift of securities, including stock or mutual fund shares, through a direct transfer to Dynamic Catholic. The potential benefits of this type of gift may include a charitable income tax deduction equal to the fair market value of the securities donated, avoiding capital gains tax on any increase in the current value over the original cost, and impacting the Mission of Dynamic Catholic today. If you would like to make a gift of securities, please provide your broker with the following information:
Receiving Firm Name: Morgan Stanley
Receiving Account Title: The Dynamic Catholic Institute
Receiving Firm DTC Number: 0015
Receiving Account Number: 153 273691
Note: Please have your broker put your name in the “back office trailer.”
The Founder’s Circle
To celebrate and thank our generous supporters, we established The Founder’s Circle. Members of this legacy society have shared with us their intentions to include Dynamic Catholic in their estate plans. We honor our Founder’s Circle members with an annual reception, monthly remembrance Mass, and a signed book by Matthew Kelly. Thank you for your incredible generosity!