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Catholic Estate Planning Kit.

Helpful Estate Planning Documents
Catholic Declaration
Catholic Declaration Spanish
Catholic Power of Attorney
Catholic Power of Attorney Spanish

2007 ANNUAL REPORT

JANUARY NEWSLETTER

Welcome to the Catholic Foundation of Northeast Kansas (CFNEK). The CFNEK is here to increase Catholic philanthropy within the Archdiocese of Kansas City in Kansas by helping parishes, schools and donors to establish and grow funds to benefit Catholic charitable organizations in Northeast Kansas.

Please download documents that are of interest below.

For More information call 913-647-0325 or email stewdev@archkck.org
Getting Started Steps
What is an Endowment?
Who has an Endowment?
Getting Started Steps
Appointing an Endowment Committee
Defining the Beneficiary
Top 10 Reasons to Start an Endowment
Planning the Announcement
New Endowment Transfer Document
Sample Endowment Fund $100,000

Catholic Legacy Society
Parish Legacy Society List
How to Start a Parish Legacy Society
How to Promote a Parish Legacy Society
Ideas for Member Recognition

Testimonials
Paul & Patty Scaletty, Olathe
St. Gregory School, Marysville

Donor Advised Funds
Donor Advised Fund Agreement
Donor Advised Fund Brochure
Request for DAF Distribution

Gift Annuities
Sample Gift Annuity Single Life
Sample Gift Annuity Two Lives

Endowment Trustees
Responsibilities of Endowment Trustees
Endowment Distribution Policy
CBIS Performance by Option 03-31-08
CFNEK Quarterly Report 03-31-08
Endowment Trustees Annual Update Form
Endowment Rebalancing Form
Endowment Deposit Form

Planned Giving Marketing
Planned Giving Suggested Marketing
Planned Giving Bulletin Inserts
Seminars and Talks

Endowment Fund Marketing
Endowment Funding Ideas
Bulletin Inserts Endowment
Bulletin Gift Acknowledgement

Bequests
Make a Bequest and a Difference
Contingent Beneficiary Giving
Sample Bequest Language
Vehicles for Giving
Gifts of Securities

CFNEK Policies and Guidelines
CFNEK Policies and Guidelines
CFNEK Fund Guidelines
CFNEK Fee Schedule