Life Income Plans

Thank you for considering a life income gift to the Conventual Franciscan Friars of the Province of Our Lady of Consolation. 

We all worry about what will happen to our family and friends when we pass on. We want to make sure our loved ones are cared for after we are gone. There’s a way for you to support the friars and feel confident that you and loved ones have dependable income in your retirement years. Life income gifts serve a dual purpose: They provide support now for the friars while also providing both a charitable income tax deduction and an income stream to you and/or your loved ones.  Some donors establish life income gifts through their wills as a means of providing a life income to a loved one.

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If you have any questions please don’t hesitate to contact us. We make it as easy as pushing a button.

Franciscan Gift Annuities

Through carefully planning a Franciscan Gift Annuity, you can provide yourself and a loved one an attractive income for the rest of your lives. You are assured with the knowledge that you and your loved one will benefit and your legacy of supporting the friars and ministries continues.

Annuity Remainder Trust

A charitable remainder annuity trust provides a fixed income through a gift annuity, but the tax treatment of the payment may be preferable for donors who are giving highly appreciated assets. (Gifts of $100,000+)

Charitable Lead Trust

A charitable lead trust is designed to provide financial support to the Friars for a specific period of time, with the remaining assets eventually going to family members or other beneficiaries. A charitable lead trust is designed to reduce a beneficiary’s potential tax liability, upon inheritance.

Pooled Income Funds

A pooled income fund is a charitable trust which combines gifts to the friars from many donors into a common investment pool with income distributed on a proportional basis.

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