Giving to the Archdiocese of Louisville Archives
By making a financial gift anytime throughout the year you can support causes that are important to you – and realize tax benefits. As you review your philanthropic donations, we hope you will help us document the work of the Holy Spirit through the Catholic Church in central Kentucky by making a financial gift to the Archdiocese of Louisville Archives. Donors are encouraged to consult with a qualified tax professional to determine the tax savings available for gifts made to the Archdiocese.

Gifts to the Archdiocese of Louisville Archives can be mailed to:

Archdiocese of Louisville Archives
1200 S. Shelby Street
Louisville, KY  40203

Make a Tax-Deductible Charitable Contribution
1. A charitable contribution to the Archdiocese of Louisville Archives may lower your income taxes if you itemize. You can make an outright gift online, by mail, or by wire transfer. In order for your gift to be credited in the current tax year, gifts made online or by credit card must be processed by midnight December 31, (Please do not send credit card information by mail) and gifts by check must be postmarked no later than December 31.

Give a Gift of Stock
2. A gift of appreciated securities generally offers two tax benefits. By giving stock directly to the Archdiocese of Louisville Archives, you avoid paying capital gains tax on the transferred securities. You also may receive a tax deduction for the full-market value of the securities at the time of the gift. Make sure you have owned the securities for more than one year to qualify for these tax advantages. For your gift to qualify for a year-end deduction, your gift must be received by December 31.

Give through an IRA Rollover
3. A charitable IRA rollover allows donors age 70 1/2 or older to make charitable gifts that are excluded from taxable income and count toward their required minimum distribution (RMD). To qualify, gifts must be transferred directly from the IRA provider to the Archdiocese of Louisville Archives and meet certain other requirements. Please tell your fund manager to name you as the donor on the transfer.

Name the Archdiocese of Louisville Archives as a Beneficiary
4. With a planned gift to the Archdiocese of Louisville Archives your legacy gift will help ensure that records and artifacts of the Archdiocese of Louisville will be cared for and preserved for generations to come.  Planned gifts do not alter your current lifestyle in any way. One easy way to include the Archdiocese of Louisville Archives in your estate plan is to name the Archdiocese of Louisville Archives as a beneficiary of your donor advised fund, retirement plan, IRA or life insurance policy. It’s as simple as filling out a beneficiary designation form from your plan provider or administrator.

Specific Gift Language
Naming the Archdiocese of Louisville Archives as a beneficiary of a specific amount from your estate is easy:  “I give, devise, and bequeath to the Roman Catholic Bishop of Louisville, a corporation sole with principal offices at 3940 Poplar Level Road, Louisville, KY, ____insert gift description____ for the use and benefit of the Archdiocese of Louisville Archives.”

For more information on how to make a gift to the Archdiocese of Louisville Archives, contact us at 502.636.0296.