Create Your Plan Estate Planning Guide E-newsletter


Monday March 19, 2018

Exciting events are happening at The Catholic Foundation of the Diocese of Sacramento, Inc.
Our News
Thank you for your interest in The Catholic Foundation of the Diocese of Sacramento, Inc.. Our hope is to serve you and your family with helpful information.
How to Choose a Memory Care Unit
Savvy Living
My mom has Alzheimer's disease and has gotten to the point that she cannot live at home any longer. I need to find a...
Securing Your Personal Data
Washington News
In IR-2018-51, the Service offered tips for data security. Because all taxpayers and professional advisors have data stored on personal and network computers, it is important to understand basic steps to protect data. These steps also reduce the risk of identity theft by making it more difficult for a tax thief to acquire your tax and financial information. Personal Information - You should protect your Social Security Number, credit card numbers, bank numbers and other financial information. Provide this information only as needed and be careful to limit the information provided when...
Gifts with Life Income
Personal Planner
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is...