Planned Giving Options to Support Franciscan Missions
You can ensure that the missionary work of the Franciscan Order will continue to thrive for years to come.
By designating Franciscan Missions in your will or as a beneﬁciary of various assets, you can ensure your values are carried on, creating a lasting legacy. Gifts can be structured to meet your needs and those of your family. And many planned gifts have positive tax beneﬁts to the benefactor.
Wills & Bequests: Your Will Makes a Diﬀerence
If you have not yet written your Will or Trust, now is the time. You will have peace of mind because you have made your wishes known and have made all the necessary arrangements for your wishes to be carried out. Without a Will, others will decide where your assets go. With a little planning, you can make a gift that helps us care for our sisters and brothers, especially those on the margins of society who are often forgotten.
If you already have a Will, it is simple to ask your attorney to add a codicil (like a P.S. on a letter) that will state your gift to Franciscan Missions. The cost of creating a codicil is minimal, but the impact will be immeasurable.
In your plan, you can designate:
- a speciﬁc dollar amount
- a percentage of your estate
- a residual amount after your loved ones have been provided for
If you are considering making a gift to Franciscan Missions, we invite you to speak with Carolyn Schmit, our Major Donor Relations Coordinator, who is happy to help answer questions.
Some friends of Franciscan Missions name us and other charitable organizations as ﬁnal beneﬁciaries to receive whatever is left in their estate after providing for other beneﬁciaries. Others decide to designate a percentage of the assets in their estate for charitable use or to give a certain dollar amount or speciﬁc property.
Not always. Even modest estates today are larger than the average estate of past generations. More people ﬁnd it possible to make a “gift of a lifetime” through their estate after they know the needs of loved ones are met.
One of the simplest ways to make a gift to Franciscan Missions is the Beneﬁciary Designation.
You may also remember Franciscan Missions by naming us as a beneﬁciary of various assets. This supports the life-giving work of Franciscan missionaries without changing your will or parting with any assets now. It is as easy as ﬁlling out a form. You can name Franciscan Missions as the sole beneﬁciary of your assets or as one of several beneﬁciaries, which include your loved ones.
Assets you could consider designating for Franciscan Missions include:
- Retirement assets such as IRAs, 401(k) and 403(b) plans
- Commercial annuity
- Life insurance policy
- Bank accounts
- Investment accounts
- Stocks or savings bonds
Beneﬁts of making a gift by beneﬁciary designation:
- Your assets remain in your control if you need them
- It requires no changes to your will
- You can change this designation at any time
- Funds passed to Franciscan Missions are not subject to any taxes
- Your loved ones can beneﬁt from some of the asset value
- Support a cause you care about
When you give, you become part of our Legacy of Hope
When you remember Franciscan Missions in your estate plan, you become a perpetual member of the Legacy of Hope. Your dedication to delivering hope becomes your legacy of hope. Your legacy gift is a symbol of your helping hands. You will continue to deliver hope to people in need for years to come.
We will inscribe your name in our Legacy Book as a member of the Legacy of Hope. You will receive these spiritual beneﬁts:
- Remembrance in the daily prayers and Masses of Franciscan missionaries around the world
- Perpetual remembrance in a daily Mass at the Franciscan sanctuary of Kalwaria Zebrzydowska in Poland
- Remembrance in the Mass at Franciscan Missions Chapel, Waterford, Wisconsin, on June 13, the feast of St. Anthony of Padua
Contact Us for Assistance
If you are interested in supporting Franciscan Missions, we encourage you to talk to your attorney or ﬁnancial planner and to call our donor relations coordinator.
Contact: Ms. Carolyn Schmit
Major Donor Relations Coordinator
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
The information presented on this website is for informational purposes only. Please consult an attorney or financial adviser for legal or tax advice.