One Gift. One Faith. One Mission

  • Your charitable gift will provide meaningful support for the Diocese of Monterey as we welcome, gather and serve all people in communion with Christ.
  • You can enjoy immediate or deferred tax benefits for you and your family.
  • Your contribution will influence the well-being of our diocesan community far into the future.

Welcome to the Planned Giving portal for the Diocese of Monterey and the Clinch Endowment. This site is your resource for information on the numerous ways you can plan your estate to benefit you, your family and the Church. We invite you to browse through the site and take advantage of the many resources offered. To notify the diocese of a planned gift or to receive more information about possible beneficiaries of your planned gift, please contact the Office of Development and Stewardship, or click here and complete the Share Your Legacy Form.

Charitable Gift Annuity
A charitable gift annuity is a great way you can make a gift to the Diocese of Monterey and benefit at the same time. You transfer your cash or property to the diocese, and we promise to make fixed payments to you for life at a rate based on your age.
IRA Charitable Rollover
An IRA rollover allows people age 70 1/2 and older to reduce their taxable income by making a gift directly from their IRA.
About Bequests
You may be looking for a way to make a significant gift to help further the mission of the Diocese of Monterey. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support your community in Christ.