Planned Giving

You can help ensure that ministries to aid the poor and disenfrancischised will continue to thrive for years to come.

Gifts can be structured to meet your needs and those of your family. One way to make a gift that will be appreciated in years to come is through a bequest. By including the Franciscan Friars in your will, you ensure that your life values are reflected upon your death.

Another gift that can be planned to meet the needs of both benefactor and charity is a charitable reminder trust.(where the donor's interest in a trust are retained until death, when they pass to the charity) or the retention of a life estate on a parcel of property that has been deeded to the Friars.

Additionally, naming the Friars as the beneficiary of a new or an existing life insurance policy is a way of extending your stewardship after your death. This is an ideal way for people who are not of great means to make a significant contribution.

Member of Planned Giving Council of Eastern Wisconsin, sponsor of the Leave a Legacy Program.

For more information on what to consider as you begin to plan your estate, go to the Leave a Legacy website: http://www.lal-wi.org/

Many planned gifts have positive tax benefits to the benefactor. Talk to your attorney or financial planner.

Development Office
Sts. Francis and Clare Friary
9320 W. Highland Park Avenue
Franklin, WI 53132
414-525-9253 ext 246