
Unifying all and bringing atonement to our broken, lost world has been the mission of the Franciscan Friars for 125 years. Just as it was the practice of St. Francis of Assisi, the Friars—beginning with Father Paul of Graymoor and many since—have ministered to those who cry out for physical and spiritual healing through gospel love.
Including charitable gifts in your long-range estate and financial plans can be a wonderful way to ensure the vision of the Friars is carried out in the future. After first providing for the needs of family, friends and other loved ones, you may wish to consider one or more of these special ways to support our work.
Some of these giving methods can be completed using plans you may already have in place for different purposes. Others can result from plans tailored to provide income and other benefits while helping minimize income, capital gains, estate and gift taxes.
On the following pages, you will find descriptions of various ways to make gifts to the Franciscan Friars of the Atonement, including how they can benefit you. With proper planning, you can provide for the future financial security of your loved ones first. Then, you may want to consider one of these methods for including the Friars in your plans.
We hope you will find this information useful. We would be happy to speak with you and your advisors if you have questions, confidentially and with no obligation.
When to Give Different Gifts
Giving options best suited for individuals younger than 60 years old include:
- Direct Gifts of Cash and/or Securities
- Charitable Remainder Unitrust Gifts
- Charitable Bequest Gifts
- Deferred Charitable Gift Annuity Gifts
- Gifts of Life Insurance Policies
The U.S. Treasury Department and Internal Revenue Regulations encourage charitable giving by allowing generous tax savings for individuals who make gifts in accordance with approved giving programs.
After turning 60, some additional ways to support Friars of the Atonement can be attractive:
- Charitable Gift Annuity Gifts
- Retirement Plan Gifts
- Direct Gifts of Cash and/or Securities
- Charitable Remainder Unitrust Gifts
- Charitable Remainder Annuity Trust Gifts
- Charitable Bequest Gifts
- Gifts of Life Insurance Policies
The U.S. Treasury Department and Internal Revenue Regulations encourage charitable giving by allowing generous tax savings for individuals who make gifts in accordance with approved giving programs.
We would encourage exploring these giving options for those over 70:
- Charitable Gift Annuity Gifts
- Charitable Bequest Gifts
- Retirement Plan Gifts
- Charitable Remainder Annuity Trust Gifts
- Real Estate Gifts
- Direct Gifts of Cash and/or Securities
- Gifts of Life Insurance Policies
The U.S. Treasury Department and Internal Revenue Regulations encourage charitable giving by allowing generous tax savings for individuals who make gifts in accordance with approved giving programs.