End The Year Well With A Tax-Saving Gift

End The Year Well With A Tax-Saving Gift

There's still time to lower your income and taxes this year through a tax-wise charitable gift to the Sisters of St. Francis of Assisi. Here are two easy ways to make a gift right now that will help us provide a safe, warm, and spiritually rewarding retirement for our Sisters while also protecting your assets.

  • IRA Charitable Rollover ‑ Persons age 70 ½ or older can rollover up to $100,000 from their IRA to a qualified charity like ours. This may lower your income and taxes. Click here to learn more. 
  • Donor Advised Fund (DAF) ‑ Make a tax deductible gift to a DAF, which gives you the ability to make grants to your favorite charities this year and in future years. Click here to learn more, including how to connect directly to your DAF account.

Please talk to your financial advisor about these and other options. Our tax ID number is 39-0806271.  All gifts can be mailed to: 

Department of Advancement, Sisters of St. Francis of Assisi, 3221 S. Lake Dr.,  St. Francis, WI 53235

To learn more, please click here to visit our planned giving page.  Or, contact Nancy Ketchman, Director of Advancement, via email or by calling 414-744-1160. 



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