Creative Ways to Help
We understand that estate planning can feel daunting, and we want to offer you a few resources to make it easier.
Wills and Bequests
You have worked hard and saved as best as you could to prepare for whatever the future might hold. In thinking about the future, many consider how they will be remembered when the time comes. 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.
IRA
Did you know that your IRA offers you a great opportunity to help support the Franciscan Missions while also enjoying some tax benefits? By making a Qualified Charitable Distribution (QCD) from your IRA you can support our work with the poor and enjoy a tax advantage by doing so.
Living Trusts
A living trust is a special kind of trust (a legal entity) that you create during your lifetime to hold your property, money, or other assets for your own benefit.
Beneficiary Designation
Most financial accounts—bank or stock brokerage accounts, IRAs or other types of retirement plans, or life insurance policies—allow you to designate who will receive whatever remains upon your passing. Often the beneficiary designation is a simple matter of signing a form provided by the financial institution.