The Benefits of Giving Wisely

Welcome to Planned Giving!

Julius Capital is proud and privileged to work with your charity, among several other Catholic organizations, on their legacy planning. This site was established to provide general information about some of the various planned gift types that can create a lasting legacy for your charity.

Our philosophy is based on the parable of the five loaves and two fish, an abundance mentality rather than a scarcity mentality. Your charity benefits most from your willingness to share, your generous spirit, and we can bring our expertise in strategic giving – “balance sheet philanthropy” – to tailor-make a gift plan that will help your generosity multiply and increase the benefit to you and your charity.

We are happy to work directly with you as an extension of your charity’s development team, or to simply act “in the background” as support to your charity as you work directly with them. Julius Capital works on a contractual fee basis with your charity as a fundraising consultant to help with all of their development efforts, but particularly planned giving. There are no fees to you.

While perusing this site, if you have any questions, comments, or desire more information, please call or email me directly, or connect with your charity directly. We will work with them to provide you timely feedback. Thank you for visiting your charity’s planned giving site. We hope the information provided has been helpful. If we can be of assistance, please don’t hesitate to contact us or your charity directly. We look forward to hearing from you again soon.


Laura Diaz
Operations Manager, Julius Capital">
(312) 726-5125, x106

I want to plan a gift based on my…

Giving Amount

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$25,000 to $99,999

The most popular options for a gift in this range:

Retirement Plan Assets

Most popular ways to give this asset:

Life Insurance

Most popular ways to give this asset:

Tangible Personal Property

Most popular ways to give this asset:

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A charitable bequest is one or two sentences in your will or living trust that leave to your charity a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to [Name of Charity] [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to your cause or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support its mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays the charity set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to your cause as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to your cause as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and your cause where you agree to make a gift to your cause and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.