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If you have a Donor Advised Fund (DAF), you know the incredible benefits of giving in this tax-savvy way. When you gift from your DAF to Catholic Education Arizona, your gift will fund unmet scholarship need for underserved students, empowering children to reach their full potential regardless of their family's financial means.

Giving the gift of a Catholic education prepares a child for the challenges and the joys of life. To make a grant to Changing Lives with Legacy from your DAF, click here. Some information you may need is our office address, 5353 N 16th St, Suite 330, Phoenix, AZ, 85016, and our Tax ID# 86-0937587.

What are the benefits of a DAF?

If you do not have a DAF but are interested in learning more, contact Jim Pogge, Director of Development, at [email protected] or (602) 218-6542. The DAF is a philanthropic vehicle that combines simplicity, tax advantages, and strategic giving. While Changing Lives with Legacy does not create DAFs, our team can help you explore the benefits of giving from a DAF.

Immediate Tax Benefits:

• Receive a tax deduction for contributions to the DAF.
• Contribute appreciated assets for potential capital gains tax savings.

Flexible and Strategic Giving:

• Empower donors to plan their giving strategically.
• Support multiple charities over time for a lasting impact

Confidential and Anonymous:

• Choose to remain anonymous, focusing on generosity rather than identity.
• Appeals to those who prefer a private approach to charitable giving.

What Can I Fund My DAF With?

Many forms of assets can be used to fund a DAF, such as...

• Cash
• Real estate
• Publicly traded, restricted, and/or controlled securities
• Exchange-traded funds and mutual funds
• Closely held business interests, such as a C-corp or S-Corp
• Private company stock
• Cryptocurrency
• Distributions from a retirement account
• Art
• And more!

Giving from a Donor-Advised Fund is a hassle-free and rewarding experience. The ease of contributing, coupled with the tax advantages and strategic flexibility, makes DAFs a compelling choice for individuals looking to amplify the impact of their philanthropy. By embracing the simplicity and benefits of DAF giving, anyone can become a catalyst for positive change in the world. To learn more, click here or call (602) 218-6542.

The Changing Lives with Legacy is participating in Giving Tuesday, November 28th, 2023.

Giving Tuesday is approaching, and organizations across the nation will be actively fundraising for their specific needs. The non-tax credit Changing Lives with Legacy is the philanthropic arm of Catholic Education Arizona and is participating in Giving Tuesday this year! Changing Lives with Legacy accepts charitable donations and planned gifts such as IRA charitable rollovers, bequests, and more!

Your Impact, Doubled!

Our dedicated Board Members are offering a matching gift of $10,000! This means that every dollar you donate will be matched, doubling the impact of your support! Will you consider gifting to Changing Lives with Legacy and helping us reach our goal?

To make a gift for Giving Tuesday, visit the Changing Lives with Legacy donation portal and select the "Giving Tuesday Match".

How You Can Help

Join us on Giving Tuesday, November 28, 2023, with a non-tax-credit donation!

• Gift online at CEAZ.GiftLegacy.com
• Gift by phone at 602-218-6542
• Email Jim Pogge, Director of Development at [email protected]
• Email Miranda Maciel, Assistant Director of Development at [email protected]

If you are 70½ or older, you can use your IRA to create scholarships for underserved students.

In the world of philanthropy, there exists a little-known gem called the IRA Charitable Rollover, often referred to as a Qualified Charitable Distribution (QCD). While it may have two names, its purpose remains singular: to empower individuals to make a meaningful impact on the causes they care about while enjoying financial benefits in return.

What exactly is the IRA Charitable Rollover, and how can donors harness its potential?

An IRA Charitable Rollover is a tax-savvy approach to charitable giving, allowing individuals aged 70½ or older to donate funds directly from their retirement accounts (IRAs) to qualified nonprofits without incurring income tax on the withdrawn amount. This means that when retirees distribute funds to charitable organizations through an IRA Charitable Rollover/QCD, they can reduce their taxable income for the year, potentially resulting in lower overall tax liability. It's a win-win situation: donors support scholarships for underserved children while optimizing their financial situation.

Benefits of the IRA Charitable Rollover (or QCD)

The benefits of the IRA Rollover/QCD extend beyond mere tax savings. Donors can enjoy the satisfaction of directly impacting the causes they cherish, fostering a deeper connection to their philanthropic endeavors. It's a powerful way to leave a lasting legacy and support underserved families to choose a quality Catholic education:

• Avoid taxes on transfers of up to $105,000 from your IRA to Catholic Education Arizona
• May satisfy your required minimum distribution (RMD) for the year
• Reduce your taxable income, even if you do not itemize deductions
• Make a gift that is not subject to the deduction limits on charitable gifts
• Fund scholarships for underserved students

The IRA Charitable Rollover, or Qualified Charitable Distribution, is a versatile tool that empowers donors to amplify their impact while optimizing their financial situation. By redirecting IRA/QCDs to organizations like Catholic Education Arizona, you can make a meaningful difference in the lives of underserved students, promoting education and opportunity for all.

For more information, call Jim Pogge, Director of Development, at (602) 218-6542 or [email protected].

The Non-Tax Credit Changing Lives with Legacy Division funds unmet scholarship needs for underserved students through charitable donations and planned gifts.

At Catholic Education Arizona, there are now four ways you can change lives through tuition scholarships!

• AZ Individual Tax Credits
• AZ Low-Income Corporate Tax Credit
• AZ Disabled/Displaced Corporate Tax Credit
• Non-Tax Credit Changing Lives with Legacy

Donations to Changing Lives with Legacy are not tax credits. Any gift to Changing Lives with Legacy is a charitable donation. However, tax benefits may apply, so we ask that you check with their tax advisor.

Four Ways You Can Create Scholarships

Who does Changing Lives with Legacy help?

In the Diocese of Phoenix, the demonstrated need for tuition assistance exceeds what Arizona tax credits provide. Catholic Education Arizona launched Changing Lives with Legacy to fund scholarships for students through charitable donations and planned gifts. Charitable donations and planned gifts fund the Education Growth Fund funding scholarships with immediate need.

What gifts does Changing Lives with Legacy accept?

Changing Lives with Legacy accepts cash donations and planned gifts such as bequests, IRA Charitable Rollovers or Qualified Charitable Distribution (QCD), gifts from a donor advised fund, gifts of stock, and more! If you would like to give a cash donation, click here to visit our online giving platform. Once again, this does not act as, nor take the place of, your tax credit contribution. All cash donations to Changing Lives with Legacy are charitable donations. However, tax benefits of charitable donations may apply, please check with your tax advisor.

Call Us to Learn More

To give a planned gift such as an IRA charitable rollover, bequest, or gift of stock, contact Jim Pogge, Director of Development, or Miranda Maciel, Assistant Director of Development, at (602) 218-6542 or email [email protected] or [email protected].

Catholic Education Arizona has launched an exciting and promising initiative to secure scholarship funding for underserved children in the Diocese of Phoenix Catholic Schools. Changing Lives with Legacy proudly announces the Angels of Education Legacy Society. This distinguished legacy society is dedicated to honoring and recognizing individuals who have made the profound commitment of leaving a lasting impact through bequest gifts.

Why Join the Angels of Education?

By joining the Angels of Education Legacy Society, you will cement your legacy of securing scholarship funding for families who would not otherwise have the opportunity to choose a Catholic education for their children. Each legacy gift contributes to breaking barriers and opening doors for Arizona's underserved, disabled and foster students.

Exclusive Benefits for Angels of Education

As a member of Angels of Education, you will receive special invitations to exclusive events. Moreover, you will be invited to share your testimonial, providing a platform to inspire others and showcase the transformative power of philanthropy.

You will receive a heartfelt welcome gift, symbolizing our sincere appreciation for your commitment to shaping the lives of children in the Diocese of Phoenix Catholic Schools.

Your Legacy, Their Future.

While the benefits of becoming an Angel of Education are undoubtedly meaningful, the true essence lies in the profound impact of your legacy. By making a bequest gift, you are ensuring that underserved children in the Diocese of Phoenix Catholic Schools will have access to the transformative power of a high quality, Catholic education. Your generosity will pave the way for brighter futures, instill hope, and open doors of opportunity for countless young minds and souls.

The Impact of a Quality, Catholic Education

• 99.8% Graduation Rate
• 96% matriculate to higher education, trade school, or enter military service.
• 1000s of service hours are provided to the community each year.

A Catholic education is a gift for a lifetime. Join us in our mission to change lives one scholarship at a time. For more information on how to become an Angel of Education, visit CEAZ.GiftLegacy.com or contact our Development Directors:

Jim Pogge
Director of Development
[email protected]
(602) 218-6542

Derek Deegan
Director of Development
[email protected]
(602) 218-6542

Miranda Maciel
Assistant Director of Development
[email protected]
(602) 218-6542