There are many other ways to support the Sisters, including giving from your Donor Advised Fund, IRA charitable rollover, and giving a gift of stocks and bonds. Another way that you can make a truly transformational gift is through a planned gift. As a planned gift donor, you can experience tax savings, increased income, and providing for your heirs, all while benefiting the Sisters of St. Francis of Assisi.

What is planned giving?

Planned giving includes a variety of philanthropic strategies that allow you to donate assets to support the Sisters, yet defer the time that the gifts are received. In many cases, a planned gift enables you to make a significantly greater contribution than would be possible through an outright gift. The best gift plans require careful thought and analysis of income, estate, and tax consequences. We strongly recommend you consult with your attorney or tax advisor to determine the best way to include the Sisters of St. Francis of Assisi in your will or estate planning.
 
Click on any of the options below to learn about other ways of giving.  To discuss a planned gift in more detail, please contact Nancy Ketchman, Director of Advancement, at 414-294-7329 or email.