CFL Annual 2020 DOH

MAKE A DIFFERENCE THROUGH CATHOLIC FINANCIAL LIFE’S FOUNDATION Catholic Financial Life established

Following Grace’s passing, her daughters, Dorothy and Mary, wanted to continue their parent’s legacy. With the help of Rick Kremel and the Catholic Financial Life Foundation, an educational scholarship fund was created to honor the values their parents lived by. Three-Step Process to Fulfill Your Charitable Wishes Would you like to make a difference and fulfill your charitable wishes? Establish a fund through the Catholic Financial Life Foundation to benefit your parish, school, favorite charity or all of the above through this three-step process. 1. Determine the charities or causes most important to you. 2.Make a gift to the Catholic Financial Life Foundation or name the Foundation as the beneficiary or partial beneficiary of a life insurance policy, an annuity or other aspects of your estate. A minimum of $25,000 is necessary to establish a named endowed fund but any amount can be donated to the existing field of interest funds at any time. 3.Contact the Catholic Financial Life Foundation to establish a fund consistent with your charitable wishes. If you would like to learn more about how the Foundation can help you accomplish your charitable goals and benefit the organizations or causes closest to your heart, please contact Bill O’Toole at bill.otoole@catholicfinanciallife.org or 414-278-6700.

a Foundation in order to help our members accomplish their charitable goals. Members across the country have taken advantage of this benefit to help support the causes closest to their hearts, including the Willems family. According to Dorothy Bennett and Mary Jackson, their parents, Grace and Paul Willems, valued Catholic education and helping those in need. Growing up, the family was rich in faith and generosity, but

not always in monetary wealth. Although at times they struggled to make ends meet, they did their best to save for the future and give back. During a discussion with her long-time friend and Catholic Financial Life Advisor, Rick Kremel, Grace learned about the Catholic Financial Life Foundation. She decided that establishing a fund with the Foundation would be a perfect way to continue the charitable giving that she and Paul felt so strongly about. With the help of the Foundation, Grace was able to ensure that after her death, donations would be made to 10 different organizations of her choosing.

LIVING OUR MISSION (5)