PLANNED GIVING
The Gift of Flexibility Planning for your future and for the future of Saint Francis High School just got simpler. The new user-friendly planned giving portal (sfhsgiftlegacy.com) helps alumni, parents and friends make meaningful legacy gifts that benefit Saint Francis and the donor’s philanthropic objectives with his or her overall estate and financial plan. The portal provides information about the many ways to include Saint Francis in your estate or financial planning through one or more planned gifts, from a simple, outright bequest to a charitable remainder trust, which Frank Isola and Margo Mynderse-Isola ’67 HC recently established. The information is not intended to supplant the professional advice of your tax accountant and/ or attorney, but sfhsgiftlegacy.com can help you further your planned giving conversations — and help the benefits of a Saint Francis experience extend into the world.
Planned giving options: BEQUEST:
Designate Saint Francis High School as the beneficiary of your asset by will, trust or beneficiary designation form.
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.
IRA ROLLOVER:
Make an IRA rollover gift this year and in future years.
SALE AND UNITRUST:
Give a portion of your property to fund a charitable remainder trust that benefits Saint Francis. When the property sells, you receive cash and income for life.
BENEFICIARY DESIGNATION GIFTS:
CHARITABLE REMAINDER TRUST:
GIVE IT TWICE TRUST:
LIFE ESTATE RESERVED:
Designate the school as a beneficiary of a retirement, investment or bank account or your life insurance policy.
Provide your children with a stream of income while making a gift to Saint Francis.
Transfer your cash or appreciated property to the school to fund a charitable remainder trust. The trust sells your property tax free and provides you with income for life or a term of years.
Give your property to Saint Francis but retain the right to use the property during your life.
For details, visit sfhsgiftlegacy.com or contact Mike Speckman, director of endowment and planned giving, at mikespeckman@sfhs.com.
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PROGRESS Spring 2021
