Catholic Estate and Personal Planning Workbook
This comprehensive estate planning workbook helps you protect your family and establish your legacy. FREE!
Request a CopyBeneficiary Designations
Make a Gift in a Few Easy Steps
Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using:
- IRAs and retirement plans
- Life insurance policies
- Donor advised funds
- Commercial annuities
It is very simple to name the Catholic Diocese of Arlington as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.
See How It Works
Learn More
Download our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.
View My GuideAn Example of How It Works
Robert and Carol treasure the financial help they have been able to give their children and the diocese over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left the diocese a $75,000 IRA to be transferred following their lifetime. Because the CDA is tax-exempt, all $75,000 will help support our work.
If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.
*Based on an assumption of a 24% marginal income tax bracket.