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Planned Giving

Caritas Legacy Society

Founder P. Leo Corcoran’s legacy of preventing homelessness by housing low-income workers has continued through the work of Caritas Communities for over 30 years. Planned giving is for you if you would like to prevent homelessness in a lasting way, like P. Leo Corcoran. Help Caritas continue to provide affordable housing options for those citizens of Greater Boston who are most disadvantaged, because housing provides stability to those in need and strengthens the community for everyone.

Benefits to planned giving include: it’s an easy way to give, it’s exempt from taxes, and you’ll have the flexibility to adjust beneficiary designations at any time.

Those who wish to follow in the founders’ footsteps by including Caritas Communities in his or her will can adapt the following language.

Bequest Language to Consider

Unrestricted Bequest

I give, devise and bequeath [describe dollar amount, property to be given, or proportion of residuary estate] to the Trustees of Caritas Communities, located in Braintree, Massachusetts, for its general operations and charitable purposes.

Bequest to Endowment – To Create a Named Fund ($100,000 minimum)

I give, devise and bequeath [describe dollar amount, property to be given, or proportion of residuary estate] to the Trustees of Caritas Communities, located in Braintree, Massachusetts, to establish the [name of fund] Fund, to be held as a permanent fund constituting part of the Caritas’ general endowment funds. The principal of said fund may be invested in common with other funds of like character, provided that the identity of said fund shall be preserved at all times. Net income from said fund, as determined under applicable Caritas policy, shall be used for general operations and charitable purposes (or for support of building or rehabilitating housing, providing resident services, rental assistance, etc.).

To explore Caritas’ planned giving bequests program, please contact Director of Fund Development Karin Cassel via email at kcassel@caritascommunities.org or by calling 781-843-1242 ext. 23.

More Information

Contact
Karin Cassel
Director of Fund Development
781-843-1242 ext. 23
kcassel@caritascommunities.org

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