For definition and discussion of specific planned giving arrangements, please refer to "Ways to Give" section.

Annuity: Please see "Ways to Give - Charitable Gift Annuities" . 

Beneficiary: An individual or organization that receives funds from any source. Also referred to as recipient or endowment holder within this site.

Bequest: Please see "Ways to Give" .

Bishop: The Catholic Church is comprised of many "particular churches" (a diocese), each of which is under the care of an individual bishop. He is the authentic teacher of the Faith in his diocese; he is the center of unity; and he is among "the stewards of the mysteries of God."

Charitable Contribution: A donation of something of value to a gift-supported charitable organization, usually tax-deductible.

Charitable Deduction: The value of money or property transferred to a 501(c)(3) organization is deductible for income, gift and estate tax purposes. In most cases, the term "charitable deduction" refers to the portion of a gift that can be deducted from the donor's income subject to federal income tax. A donor's charitable deductions should not be confused or equated with the value of the gift. Gifts for the purposes of life income agreements are not federally deductible at their full value.

Corporate Matching Gift: Please see "Ways to Give -  Corporate Matching Gifts."

Corpus: Assets that comprise an endowment. Also known as the principal. In matters of the Catholic Church, it is the Body of Christ.

Deanery: A geographic grouping of parishes designed to facilitate communication. Deanery meetings enable the parish priests, pastoral life coordinators and representatives to voice the needs and concerns of the people throughout the diocese. The parishes in the Diocese of Evansville are grouped into seven deaneries.

Deferred Gift: A gift to be received in the future, although the transaction creating the gift occurs in the present.

Disbursement: The annual payment to an endowment beneficiary of a portion of an endowment's value for that year. Also called distribution. The Catholic Foundation's investment committee recommends this portion to The Foundation Board annually.

Diocese: A geographic area of the Church, governed by a bishop, embracing a number of parish communities.

Donor: The individual, foundation, organization or institution that makes a gift.

Donor Advised Fund: Please see "Ways to Give - Donor Advised Funds "

Estate Planning: Please see "Ways to Give -  Estate Planning."

Estate Tax: A federal tax on the net value of the estate without regard to distributive shares.

Insurance: Please see "Ways to Give -  Insurance."

Outright Gift: Please see "Ways to Give" .

Life Income Trust: Please see 'Ways to Give -  Life Income Trust."

Parish: The unit of God's family which fulfills within its community the Universal Mission of the Church by proclaiming the Word, celebrating the Liturgy, serving God's people, and building community, under the authority of the bishop. Most parishes are territorial, embracing all of the faithful in a certain area of the diocese.

Pay out: Please see Disbursement.

Personal Property: Cash, stocks, bonds, notes, paintings, furniture, jewelry and other similar property. See also "Ways to Give" .

Planned Giving: The integration of sound personal, financial and estate planning concepts with the individual donor's plans for lifetime or testamentary giving. See also Deferred Gift.

Probate: The court proceedings in which the probate court has jurisdiction over (a) an executor and (b) the assets of a decedent. The purposes of probate are: (1) to protect the heirs from fraud and embezzlement; (2) to protect the federal, state and local governments so that all taxes are paid by the estate; and (3) to protect the creditors of the decedent so that they are paid.

Securities: Please see "Ways to Give" .

Stewardship: The use of resources (time, talent and treasure) based on the premise that all creation is a gift of God and ultimately belongs to God.

Trusts: Please see "Ways to Give" .

Unitrust: Please see "Ways to Give" .

Will: Please see "Ways to Give" .

Portions reprinted from Glossary of Fund-Raising Terms, the NSFRE Foundation, 1101 King Street, Suite 3000, Alexandria, VA 22314