Tax Information
FEIN: 83-0400149
Corporate Number: C2644881
The Catholic Community Foundation
777 N. First St., Suite 490
San Jose, CA 95112
(408) 995-5219
Additional Documents
“3 Things to Know about CCF” for Advisors >
Download Our Fund Agreements:
Ideas for your Clients
"Bunching" with a Donor Advised Fund
Bunching happens when taxpayers “combine multiple years of ‘normal’ annual charitable contributions into a single year.” During the years in which bunching occurs, the charitable deduction combines with other itemized deductions to increase the likelihood of the taxpayer exceeding the standard deduction.
DAFs as part of the Gifting Strategy
As families think about their overall gifting strategy, Donor Advised Funds have come to light as a useful tools.
- Contributing to a DAF is a donation to charity, so it is not subject to gift tax and estate tax limits.
If the gift is made now, it could also provide income tax incentives. - Gifting a DAF to a child/grandchild keeps money “in the family” and encourages charitable giving in the next generations
Simplify Estate Gifts
The Foundation’s Family Charitable Legacy Plan (FCLP) is a simple set of instructions for distributing estate gifts to charity. Utilize our “single beneficiary strategy” so the client names only CCF in the trust/estate documents. The client executes a separate form with us which names all the beneficiaries, contingencies, etc. When your client inevitably wants to make a change, they change only the FCLP document – no need to rework the trust!
Our Services
Family Funds
Donor Advised Funds >
Donor Advised Funds (DAFs) offer flexibility in your clients’ charitable giving. We provide information about opportunities to meet needs in our community. Your client moves money to a DAF for an immediate tax deduction and then decides later which charities they wish to support.
Family Endowed & Non-Endowed Funds >
Custom Family Funds allow individuals and families to support the organizations and programs that they love, either permanently or with a custom granting timeline. The Foundation provides family name remembrance with grants, protection of intent, variance power for the donor, and more.
These funds are eligible for QCDs from retirement assets.
Legacy Planning Services
Family Charitable Legacy Plan >
We can be your clients’ partner in defining and implementing a charitable gift through their estate plan. We make donating to charity after one’s lifetime simple for both the advisor and the client. Read more about our Family Charitable Legacy Plan to see how our “single beneficiary strategy” works.
Institutional Funds
Designated & Purpose-Driven Funds >
Your clients may donate to an existing fund or create a new fund for a specific organization/program or area of work. These funds are open to donations from the public.
See our full list of Designated & Purpose-Driven Funds here >
Articles for Professional Advisors
Creating a Philanthropic Plan
Using a Donor Advised Fund, one couple is exploring their philanthropic strategy Andy and Trish O’Donnell have always deeply valued giving back to...
A DAF Partner that Shares our Values
Rene and Amy Ho believe in the importance of giving back to their community and setting an example for their children. When they learned about Donor...
Why Bunching Donations Today Makes Sense for Tomorrow
Article updated 09/25/2023 We have written about bunching before, so why might now an opportune time to bunch your charitable donations into a Donor...