Legacy Gifts

You may wish to make a legacy gift to the Franciscan Friars, T.O.R. through your will. This is an excellent way to leave a lasting impact by contributing to the centuries-old Franciscan tradition of caring for the poor, the ill, the elderly, the mourning, and the outcast.

To help with your financial planning, we have compiled the following information. The gift options below will allow you to make a significant gift in the future. In many cases, you may also enjoy valuable tax benefits.

Bequests

After providing for your loved ones, you may wish to leave a lasting and loving gift to a favorite charity in your will. You may leave a fixed amount, a percentage, or the residual or remainder of your estate.

It is very important to have a will to ensure your loved ones are protected and your wishes honored. Your attorney can help you with planning, preparing, and executing this important legal document.

Life Insurance and Retirement Assets

You may name us as a beneficiary of a life insurance policy or donate retirement proceeds you no longer need. Such actions usually offer valuable tax benefits.

Stocks, Bonds, or Securities

In many cases, making a gift of appreciated stocks, bonds, or securities is a great alternative to paying heavy taxes on profits from your investments. Or, in the case of an investment that is losing money, the tax benefits from making a donation to charity may offset your losses. Your financial advisor or attorney can help you determine whether this is a method of giving that is to your best advantage.

Real Property

Your estate is made up of many elements. “Real property” includes your real estate holdings, furnishings, appliances, jewelry, collectibles—anything that has value but is not cash or documents representing cash. A charity can benefit from the use of or selling of gifts of real property.

Pledged Donation

You can pledge a donation and make periodic payments toward the total amount through a payment plan. It’s often possible to make payments on a monthly, quarterly, or annual basis.

Memorial and Honorary Gifts

A thoughtful and enduring way to remember someone you love—living or deceased—is to make a gift in his or her name. Memorial gifts allow you to give to or honor a person by contributing to a cause they love.

Before you make a gift…

It is important you talk to qualified financial and legal advisors before making any major financial plans or commitments. The content on this site is for informational purposes only and is not a substitute for legal advice. You should always enlist the help of a trusted professional when making important financial decisions.

Thank you for considering a legacy gift to the Franciscan Friars, T.O.R. Your generosity will make a lasting difference by ensuring a Franciscan presence in schools, parishes, hospitals, nursing homes, missions, and anywhere God calls us.

Our legal title is:

The Franciscan Friars Rome, American Parish Youth Center

If you would like more information or would like to discuss these options further, please contact us by calling (814) 419-8885 or filling out the form below.