Creative Giving Options
Quite often when we think of charitable giving we think only in terms of an outright gift of cash, or possibly stocks and bonds. However, many friends and contributors have found that a future gift – one that is effected through their Will or trust – or a gift of a unique asset such as a home, an interest in a family-owned business or even a work of art enabled them to maximize their gift to the Casa and, at the same time, too meet their financial, tax and estate planning goals. Please contact our development team to learn more about these creative gift options.
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Wills and Trusts
Life Estate Gift Annuity: a future gift with benefits today
Gifts of Closely Held Stock: a special opportunity for entrepreneurs
Gifts of Tangible Personal Property: turning possessions into possibilities
Gifts of Retirement Plan Assets: transforming tax penalties into charitable gifts
Life Insurance
Income Producing Gift Plans
With the assistance of the Catholic Community Foundation, a non-profit corporation organized to promote philanthropy, the Casa has a means to offer a variety of life-income arrangements. A life-income arrangement operates as follows: you irrevocably contribute cash, appreciated securities or other property to the Catholic Community Foundation for the benefit of the Franciscan Renewal Center, which then sells and reinvests the property to pay an annual income to you and/or a beneficiary for life or a term of years. After the death of the last beneficiary or the end of the term, your gift is transferred to the Franciscan Renewal Center. The proceeds of your gift are used for the purposes you designate (operations, capital growth or endowment) at the time of your contribution.
Benefits Include:
- Annual income for you and a beneficiary
- Professional investment management at no charge
- Bypass realizing capital gains on gifts of appreciated assets
- Immediate federal income tax charitable deduction
- Estate tax savings
- Creating a future gift that reflects your vision for the Franciscan Renewal Center
Determining the right plan for you depends on a number of factors including your age, type of assets, income needs and financial objectives.
Please contact a member of our Development team to discuss the following opportunities to assist your personal philanthropic goals to support the Franciscan Renewal Center:
- A Fixed Income for Life
- Charitable Gift Annuity
- Charitable Remainder Annuity Trust
- Fluctuating Income
- Family Fund
- Charitable Reminder Unitrust
- Income for a Younger Beneficiary
- Deferred Gift Annuity
- Preserving Retirement Assets
- Retirement Benefits
Contact the Casa Development Office at 480-948-7460 or 800-356-3247, ext. 159 to support The Franciscan Renewal Center through creative giving, or for more information on a broad range of giving opportunities.
