What You Can Give
Through a gift in your will, however small or large, you can help Franciscan missionaries bring assistance, hope, and consolation to others after your lifetime. And you will have great peace of mind in knowing that you have made your wishes known and have made all the necessary arrangements for your wishes to be carried out.
Stocks & Bonds
Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting the Franciscan Missions.
Retirement Assets
A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding the Franciscan Missions future.
Life Insurance
Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.
Financial Accounts
You may also make the Franciscan Missions the beneficiary of a bank account (checking, savings or Certificate of Deposit) or a brokerage account. We can be named as a full, partial or even a contingent beneficiary. Completing a simple form, supplied by your banker or broker, is all that is required. For bank accounts, this process is called "Pay on Death" or POD. For brokerage accounts, the process is called "Transfer on Death" or TOD. Making a gift in this way allows you to have full access to the funds during your lifetime.
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