Guide for Planned Giving

We understand that estate planning can feel daunting, and we want to offer you a few resources to make it easier. In addition, we invite you to speak with Linda Knight, our Major Donor Relations Coordinator, who is happy to help answer questions for you about gifts to Franciscan Missions.

Creating an Estate Plan: The Personal Affairs Record

This booklet was created to:

• Assist you and your advisers in establishing the best possible estate plan;
• Aid your executor in the effective administration of your estate; and
• Provide vital information to your family in the event of emergency or your incapacity.

We urge you to complete this valuable record, to review and update it periodically (at least once a year), and to inform the appropriate people that you have established this important record—and where it is kept!

At the same time, in the course of your planning, we hope you will consider making a bequest in your will to benefit Franciscan Missions.

Suggested Language for Your Will

To simplify the process of adding Franciscan Missions to your will, you can take this language to your attorney.

In Your Will or Trust

I give and bequeath to the General Secretariat of the Franciscan Missions, Inc., a not-for-profit corporation organized under the Laws of the State of Wisconsin, having its principal office at 940 Browns Lake Drive, Burlington, WI 53105 and a mailing address of P.O. Box 130, Waterford, WI 53185.

To make a cash bequest:

The sum of $________ to be used by the General Secretariat of the Franciscan Missions, Inc. for its general purposes.

To give a percentage of the estate:

________ percent of my estate to be used by the General Secretariat of the Franciscan Missions, Inc. for its general purposes.

To give a residual amount or remaining interest:

the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, to be used by the General Secretariat of the Franciscan Missions, Inc. for its general purposes.

Contact Us for Assistance

Contact: Ms. Linda Knight
Major Donor Relations Coordinator
Phone 262.383.2428

Our legal title is:
General Secretariat of the Franciscan Missions, Inc.
P.O. Box 130
Waterford, Wisconsin 53185 USA
Federal Tax I.D. : 39-1396579