Planned Giving

Providing for Future Generations of Catholics

Remembering Dynamic Catholic in your will or trust allows you to play a role in the great renewal of the Church and provide for future generations of Catholics.

Leaving a Legacy

Thank you for everything you’re doing to re-energize the Catholic Church in America. Here are three ways you can continue to make a difference. For more information about these options and other ways to include Dynamic Catholic in your estate plans, please contact our Development team.

Leaving a Bequest

You can name a particular dollar amount or percentage of your estate to Dynamic Catholic. This type of donation in your will or living trust helps ensure that the great work we are doing at Dynamic Catholic will continue for years to come.

If you would like to make such a gift, your attorney may use the following language:

"I, [Name], of [City, STATE, ZIP], give, devise and bequeath to The Dynamic Catholic Institute [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

Beneficiary Designations

You can name Dynamic Catholic as a primary, partial, or secondary beneficiary to your retirement plan, insurance policy, or investment accounts. If you so generously choose to make this gift, you will need the following information:

Legal name: The Dynamic Catholic Institute
Federal tax ID number: 26-4549213
Located in: 901 Adams Crossing
Cincinnati, OH 45206

Stock Gifts

Your broker can assist you in making a gift of stock through a direct transfer to Dynamic Catholic. Your charitable income tax deduction is equal to the fair market value of the stock, and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. If you would like to make a gift of stock, please provide your broker with the following information:

The Dynamic Catholic Institute
Donation Account
AC# 1326-6735
DTC# 0141

Note: Please have your broker put your name in “back office trailer.”

We chose to include Dynamic Catholic in our will because we wanted to make a contribution that would provide for the future of the Catholic Church in America.

The Founder’s Circle

We appreciate you!

To celebrate and thank our generous supporters, we established The Founder’s Circle. Members of this legacy society have shared with us their intentions to include Dynamic Catholic in their estate plans. We honor our Founder’s Circle members with an annual reception, monthly remembrance Mass, and a signed book by Matthew Kelly. Thank you for your incredible generosity!

Contact Us

For more information, please contact us at PlannedGiving@DynamicCatholic.com or (859) 980-7900.