The Catholic University of America

Gift Planning Procedures


Approved by: Vice President for Institutional Advancement
History: Issued -- March 10, 2006
Revised --
Additional History
Related Policies: Gift Acceptance Policy
Additional References: Gift Processing Procedures
Responsible Official:

Director of Gift Planning, tel. 202-319-6914





I. Introduction

II. General Procedures

A. Gift Planning Procedures is produced in conjunction with Gift Planning Policies
B. The Director of Gift Planning will have internal consultations.
C. The Gift Acceptance Committee (GAC) shall evaluate proposed gifts that do not fall within Gift Planning Policies
and need futher consideration.

III. Gift Planning Vehicle Procedures

Deferred Gifts
1. Will bequests
2. Living Trust Bequest
3. Testamentary Trust
4. Life Insurance
5. Retained Life Estate Deed
6. Retirement Assets

B. Income Producing Gifts
1. Charitable Remainder Unitrusts (CRUTs)
2. Charitable Remainder Annuity Trusts (CRATs)
3. Charitable Gift Annuities
4. Deferred Charitable Gift Annuities
5. Charitable Lead Unitrust
6. Charitable Lead Annuity Trust

IV. Recognition

A. Saint Thomas Aquinas Society
1. Purpose

2. Membership
3. Benefits







updated and links checked 10/11/12 CCR