Planned Giving Program Saint Francis’ Institutional Advancement program recently introduced a robust, user-friendly planned giving portal (sfhsgiftlegacy.com) to help alumni, parents and friends make meaningful legacy gifts that benefit Saint Francis High School and the donor’s philanthropic objectives with his or her overall estate and financial plan. While not intended to supplant the professional advice of your tax accountant and/or attorney, sfhsgiftlegacy.com furthers planned giving conversations about the many ways to include Saint Francis in your estate or financial planning through one or more planned gifts.
Planned Giving Options: To learn more about each of these giving options, visit sfhsgiftlegacy.com or contact Mike Speckman, director of endowment and planned giving, at mikespeckman@sfhs.com.
Bequest: Designate Saint Francis High School as the beneficiary of your asset by will, trust or beneficiary designation form. IRA Rollover: Make an IRA rollover gift this year and in future years. Beneficiary Designation Gifts: Designate the school as a beneficiary of a retirement, investment or bank account or your life insurance policy. Charitable Remainder Unitrust: Transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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Charitable Lead Trust: Fund a trust that makes gifts to Saint Francis for a number of years. Your family receives the trust remainder at substantial tax savings. Sale and Unitrust: Give a portion of your property to fund a charitable remainder trust, when the property sells you receive cash and income for life. Give It Twice Trust: Provide your children with a stream of income while making a gift to Saint Francis. Life Estate Reserved: Give your property to Saint Francis but retain the right to use the property during your life.
