Below please see various ways to make a legacy gift to the friars. This information is intended to promote the advantages and ease of making a planned or legacy gift to the Friars. Such gifts have the potential to significantly and positively impact the future of the friars, while also offering a number of attractive benefits to donors.
A planned gift is a charitable contribution made with forethought about the benefit to the friars and the financial implications to you and the your family. A planned gift is can be a current gift designed to maximize tax benefits and often made with complex assets or a deferred gift. A deferred gift to the friars is committed now but not available to the friars until some future time.
Your planned gift also qualifies you to become a member of the San Damiano Legacy Society, (LINK HERE TO SDL Society Page) a giving society established to honor all those who make the Conventual Franciscan Friars of the Province of Our Lady of Consolation a part of their personal legacy.
Contact Us to learn more about creating your legacy.
Gifts of any size are deeply appreciated and will be stewarded according to your wishes. In many cases, legacy gifts allow you to make larger and more impactful gifts than would have otherwise been possible.
There are different kinds of bequests. For each, you must use very specific language to indicate the precise direction of your assets, and to successfully carry out your final wishes. Here are samples of how to indicate a general or undesignated gift to the friars.
We make setting up a Gift Annuity easy. Creating your legacy and helping the friars is just one click away.
Please Note: The friars are unable to issue gift annuities to residents of certain states because of state registration requirements.
As soon as a gift is received and matched to a donor, the Mission Advancement Office sends an acknowledgment letter stating the nature of the gift, the gift valuation date, and the gift valuation amount and a clarification statement indicating no goods or services were exchanged for the gift.
The Province of Our Lady of Consolation, is a tax exempt 501(c) organization (EIN # 35-6019627) and Its members and employees do not provide tax, legal, or financial advice. Any document or information shared by our staff is intended to be educational. We strongly encourage donors to seek counsel with tax expertise from their own legal and financial advisors.