Providing for Future Generations of Catholics

Remembering Dynamic Catholic in your will or trust allows you to play a role in the great renewal of the Church and provide for future generations of Catholics.

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."

Beneficiary Designations

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:

Legal name:

The Dynamic Catholic Institute

Federal tax ID number:


Located in:

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.”

We chose to include Dynamic Catholic in our will because we wanted to make a contribution that would provide for the future of the Catholic Church in America.

John and Claudia, Kansas

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!

Contact Us

For more information, please email us or call our Mission Team.