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Your Legacy,
Our Future

Planned Giving is essential to the mission of the Diocese of Toledo, providing long-term financial stability and ensuring the continuation of its ministries. Through thoughtful estate planning, donors can leave a lasting legacy that supports parishes, schools, charitable programs, and faith initiatives for generations to come. These gifts help sustain vital outreach efforts, educational opportunities, and pastoral care, reinforcing the Diocese's commitment to serving the spiritual and material needs of its community. By including the Diocese in their estate plans, donors become stewards of faith for the future by fostering Holy Disciples, Holy Families, Holy Vocations. Learn About Ways to Give

Pooled Income Fund

Diocese of Toledo's pooled income fund is a special charitable fund you can make gifts to and receive tax and income benefits in return.

Benefits of a pooled income fund

  • Receive lifetime payments to you or another beneficiary that you designate for life
  • Receive a charitable income tax deduction for the present value of your gift to the fund
  • Further the charitable work and mission of Diocese of Toledo

Pooled income fund video

How a pooled income fund works

  1. You transfer cash or property to Diocese of Toledo's pooled income fund.
  2. Your gift is "pooled" together and invested with the gifts of other donors.
  3. You receive a charitable income tax deduction for your gift to us.
  4. You enjoy annual payments for life based on the value of the pool's assets and your share in the fund.
  5. You also receive satisfaction knowing that you will be helping further our mission.

More on pooled income funds

Pooled income fund returns vary depending on the nonprofit organization that maintains the fund. Please check with us on your potential payment and tax savings.

Contact us

If you have any questions about pooled income funds, please contact us. We would be happy to assist you and answer your questions.