WHAT DOES OUR FUTURE HOLD?

Like any good steward, we must be prepared not only for today but for tomorrow.  Friends who value the mission of the Franciscan Sisters of the Poor may participate in our future with a bequest or other planned gift. 

WAYS TO GIVE

Just as there are many needs to be addressed, there are many ways to give. Your personal circumstances and charitable interests will influence the ways in which you make or plan your gift.

The following approaches may help you structure you charitable giving plans.

Gifts That Pay You Income

Charitable Gift Annuity

           • You save on taxes and receive an income for life.

Charitable Remainder Trust

           • You receive income during your lifetime from assets you give in trust. You determine

              whether income will be fixed or variable. After your life, the balance of the trust reverts to the Foundation.  

Gifts You May Make Today

IRA Rollover

Memorial and Honorary Gifts

Charitable Lead Trust   

         • You may support the Foundation while making sure your loved ones will be  taken care of when

         you are no longer here. 

         • Your estate or gift tax savings are based on the current value  of the income donated over the trust

          term. (Your tax and legal advisors will have information on this.)

Planned Giving

Gifts After Your Lifetime that Benefit the Foundation

Bequests

            • The flexibility of a bequest makes it the easiest and most popular planned gift for all donors,

               regardless of the size of their estate.

           Savings Bonds

           Life Insurance Death Benefits

           Real Property and Securities

Gifts You May Make Any time

Cash – simple and quick

Appreciated Securities – allows a reduction of capital gains tax .

Transferring Securities – If you plan on transferring securities held by your bank or broker, we suggest an electronic

               transfer via the Depository Trust Company (DTC) system.

Real Property – allows a simple tax reduction

Life Insurance – life insurance that is no longer needed is an easy way to leave your legacy

             for the Franciscan Sisters of the Poor Foundation’s future. This allows a large gift with little tax cost.

100% of all gifts are directed to program support.

Help Us Today!

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