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Tuesday March 18, 2025

News

Thank you for your interest in Catholic Community Foundation of San Diego. Our hope is to serve you and your family with helpful gift planning information.

Personal Planner

'Wait A While' Trust

Bill and Clara were talking to their attorney Susan about gifts for their family. Clara: "It may be time to start the inheritance process. Our children are now ages 35, 37 and 38. We might want to give them something during the next few...

Washington News

Direct File Expands to 25 States

The Internal Revenue Service (IRS) recently reminded taxpayers that they can file their 2024 returns at no cost. The IRS Direct File program has been enhanced and expanded this year to be available in 25 states. There are multiple benefits for...

Savvy Living

Replacing Important Documents

How do I replace important documents that were lost when our home burned down? We lost everything including our house deed, car titles, tax returns, Social Security and Medicare cards, birth certificates, marriage license and passports. Losing your...

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