Thank you for considering a Legacy Gift to the Conventual Franciscan Friars of the Province of Our Lady of Consolation.
There are many options to make a planned gift to the friars. The information below is intended to promote the advantages and ease of making a planned or legacy gift to the Friars. Such gifts can significantly and positively impact the friars’ future while also offering many attractive benefits to donors.
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.
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 been possible.
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)(3) organization (EIN # 35-6019627) and does 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 from their own legal and financial advisors.