A will or bequest is an easy way to provide a planned gift for the School Sisters of St. Francis. You can easily include language in your will or trust specifying a gift to the School Sisters of St. Francis. If you already have a will and want to add the sisters to it, this is frequently done through a codicil, which is easier and less costly than creating a new will.
Will or trust bequest options
- A gift of the balance or residue of your estate
- A gift of a specific dollar amount
- A gift of a specific percentage of your estate
You will need to provide:
The legal name and tax ID number
- School Sisters of St. Francis, Inc.
- Tax ID: 39-1594407
We invite you to contact us for more information.
How do I give from a retirement plan, IRA, or life insurance policy?
Giving from a retirement plan, IRA, or life insurance policy are popular giving options. Simply obtain a beneficiary form from the plan’s administration and add the School Sisters of St. Francis as an entire or partial beneficiary.
Significant income tax savings can be achieved using this gift option. Tax savings can sometimes be as much as 75 cents on the dollar.
You may need to provide:
The legal name and tax ID number
- School Sisters of St. Francis, Inc.
- Tax ID: 39-1594407
How do I give from a bank or brokerage account?
You can easily transfer your bank or brokerage account to the School Sisters of St. Francis at the time of your passing. This is done by setting up a (Payable on Death) POD for bank accounts or a (Transfer on Death) TOD for brokerage accounts. Contact or visit your bank or brokerage firm to complete one simple form.
You may need to provide:
The legal name and tax ID number
- School Sisters of St. Francis, Inc.
- Tax ID: 39-1594407
What is a Charitable Gift Annuity?
A charitable gift annuity or CGA is a contract between a donor and a charity. You can easily establish a CGA through the National Catholic Community Foundation, our CGA partner. You make a gift now and receive fixed payments for life. This provides you (and up to two loved ones) with a steady income for life and offers tax savings. The sisters receive the remainder of the account. CGAs can be established for as little as $10,000. Complete one simple form to get started.
We invite you to contact us for more information.