Report a Bequest or Beneficiary Designation You Already Made

If you have already included the Sisters of St. Francis of Assisi in your will or made other provisions in your estate, thank you! Your legacy gift is deeply appreciated. So that we can thank and honor you now, please take a moment to complete the form below. The details on this form as well as any additional information you share with us will remain confidential.

Name

Spouse Name

Address

Address2

City

State

Zip

Email Address

Confirm Email Address

Phone Number

This is a cellphone number

I/We have named the Sisters of St. Francis of Assisi as a beneficiary in one or more:

Select all that apply. At least one selection is required.

Will

IRA, pension, or other retirement account

Lead Trust

Charitable Remainder Trust (Trustee is not Sisters of St. Francis of Assisi)

Revocable or Living Trust

Other (please specify)

Gift Details

Approximate current value

Gift designation (if any)

Comments

Signature

Signature (spouse, if applicable)

Please answer this problem: 1 + 7

This document does not bind you or your estate. You may choose to increase, decrease, or revoke this bequest at any time, at your sole discretion. You may also designate your gift at a later date.

WELCOME TO THE ST. FRANCIS SOCIETY

The St. Francis Society is the recognition society named for St. Francis of Assisi, whose loving legacy of mercy and compassion inspired the women who founded our organization. By completing this form, you will automatically be enrolled in the St. Francis Society and will receive information about the Society and its benefits in a follow-up letter.