Catholic Education Foundation

Donate to support CEF

The Catholic Education Foundation of the Archdiocese of Washington, Inc. (EIN: 52-1686826) exists to further the educational works of the Archdiocese of Washington. Since 2011, the Catholic Education Foundation has provided tuition assistance awards to families with demonstrated need. Through the generosity of supporters of Catholic education, the Catholic Education Foundation makes it possible for children and their families to be part of the Catholic educational community in this archdiocese and to experience the gift of Catholic education.

In the 2019-2020 academic year, the Catholic Education Foundation awarded $6.2 million to approximately 8,000 students who received a tuition assistance award this year.

With increased tuition assistance, more families will be able to stay in our Catholic schools and more families will consider Catholic schools for their children. Your support the Catholic Education Foundation will give boys and girls the opportunity to receive an excellent education and instill Catholic values that will stay with them throughout their entire lives.

Ways to Give to the Catholic Education Foundation

Gifts by Check or Money Order

Please make gifts made by check or money order payable to the “Catholic Education Foundation” and mail to:

Catholic Education Foundation
C/O Office of Development
P.O. Box 29260
Washington, DC 20017-0260

Gifts by Credit and Debit Card

To give by credit or debit card, click here.

Gifts of Securities

Gifts of long-term, appreciated stocks and bonds are a smart way to give because they provide a potential double benefit: You will be eligible for both a charitable tax deduction for the fair market value of the securities on the day you transfer, and you may not be responsible for taxes on any gains from the time you acquired them. To make a gift of stock to the Catholic Education Foundation, please provide the following to your broker to initiate the transfer:

Morgan Stanley
DTC Number: 0015
Account Number: 504-049332-066
Note to send with transfer: {Your name} and “for the benefit of CEF”

Archdiocese of Washington Contact:
Joseph Gillmer, Executive Director of Development
(301) 853-5375 | [email protected]

Morgan Stanley Contact:
Barbara Smallwood
(202) 292-5482 | EFax: (202) 459-9608 [email protected]

Donor Advised Funds

We accept donations from Donor Advised Funds for the Catholic Education Foundation! If you have a Donor Advised Fund held by Fidelity Charitable, Schwab Charitable or BNY Mellon, click here to process your donor advised fund gift. For all other Donor Advised Funds, please have your provider mail checks with a note that includes your name and that you would like to support the Catholic Education Foundation of the Archdiocese of Washington, Inc. (EIN: 52-1686826) to:

Catholic Education Foundation
Office of Development
P.O. Box 29260
Washington, DC 20017-0260

If you have questions about making a gift from your Donor Advised Fund, please contact Joseph Gillmer at (301) 853-5375.

Charitable IRA Transfers (QCDs)

If you are age 70 1/2 or older, you can transfer up to $100,000 each year directly from your traditional IRA account to the Catholic Education Foundation as a qualified charitable distribution (QCD).

This smart way to give may satisfy a portion or all of your annual required minimum distribution (RMD) and serve as a qualified charitable distribution for your IRA, which can save you on taxes even if you do not itemize. Contact your plan custodian to complete the IRA transfer. Call Joseph Gillmer at (301) 853-5375 if you need help. The Catholic Educational Foundation of the Archdiocese of Washington’s tax identification number (EIN) is 52-1686826. Ask you plan custodian to mail checks to:

Catholic Education Foundation
Office of Development
P.O. Box 29260
Washington, DC 20017-0260

Important notes on IRA Transfers:

• This special way to give only applies to traditional or ROTH IRAs. Other retirement plans, such as the 401k, 403b and others do NOT qualify.
• While The SECURE Act did change the required minimum distribution (RMD) age to 72 for those under 70 ½ as of December 31, 2019, it DOES NOT change the age eligibility for making a qualified charitable distribution (QCD) through an IRA. For those who are between 70 ½ and not yet 72, the QCD amount simply would not offset this year’s RMD because none are owed yet.
• The CARES Act removes RMD from all IRA owners for 2020. If you are age 70 1/2 or older, you may still support the Church through a qualified charitable distribution in 2020. However, since no RMD is owed in 2020, the gift will not offset any future RMD, except for the fact that the IRA account balance would be lower.
• If your IRA custodian provides you with an IRA checkbook where you can directly write the check to the Catholic Education Foundation, please consider mailing the check no later than December 10. Due to different IRS requirements for this type of transfer, we need the necessary time to process your generous gift.

Endowments

Giving to, or creating, an educational endowment with the Archdiocese of Washington provides a lasting way of supporting one’s personal charitable interests. By investing in an educational endowment, your gift will continue to support Catholic school students for generations to come. Donors interested in creating an endowment should contact Joe Gillmer, Executive Director of Development at (301) 853-5375 or [email protected].

Gifts in a will

Make a gift to the Catholic Education Foundation in your will and insure your values are remembered for future generations of the faithful! If you have included the Catholic Education Foundation or the Archdiocese of Washington, Inc. in your will, let us know by calling Joe Gillmer at (301) 853-5375 or by emailing [email protected] so we may honor you with induction into the Archdiocese of Washington’s Legacy Society.

If you are planning to make a gift to the Catholic Education Foundation, below is sample language to share with your estate planning attorney to be sure your intentions will be made and support Catholic education for future generations!

If your gift is to be your residuary estate:
“All of the rest, residue and remainder of my property and estate, including any lapsed or disclaimed legacies of any character, whenever acquired and wherever situated, to which I or my estate may be in any manner entitled at the time of my death, including any property or estate as to which I may have any power of disposition or appointment (all of which is my “residuary estate”), shall be disposed of as follows:

I give, bequeath and devise my residuary estate in fee simple absolute to the Catholic Education Foundation of the Archdiocese of Washington, Inc. (EIN: 52-1686826), located at P.O. Box 29260, Washington, DC 20017-0260.”

If your gift is to be a percentage of your residuary estate:
“All of the rest, residue and remainder of my property and estate, including any lapsed or disclaimed legacies, of any character, whenever acquired and wherever situated, to which I or my estate may be in any manner entitled at the time of my death, including any property or estate as to which I may have any power of disposition or appointment (all of which is my “residuary estate”), shall be disposed of as follows:

I give, bequeath and devise _____ percent ( ___%) of my residuary estate in fee simple absolute to the Catholic Education Foundation of the Archdiocese of Washington, Inc. (EIN: 52-1686826), located at P.O. Box 29260, Washington, DC 20017-0260.”

If your gift is to be a specific amount of cash or securities:
“I give, bequeath and devise ___________ dollars ($ _______) or ______ shares of my ________ stock to the Catholic Education Foundation of the Archdiocese of Washington, Inc. (EIN: 52-1686826), located at P.O. Box 29260, Washington, DC 20017-0260.”

If your gift is real estate:
“I hereby direct my [executor/executrix/personal representative] to sell my real estate located at [address/city/state], and give the net sales proceeds to the Catholic Education Foundation of the Archdiocese of Washington, Inc. (EIN: 52-1686826), located at P.O. Box 29260, Washington, DC 20017-0260.”