Franciscan Renewal Center

The Personal Rewards of Giving

We invite you to discover the benefits of making a planned gift to the Franciscan Renewal Center. Planned Giving is a technique that helps you maximize the personal benefits of your charitable giving and allows you to make gifts you might have thought not possible.

Individuals who make planned gifts to the Franciscan Renewal Center, whether through their estates or other life-income arrangements, share a strong common bond of generosity that is nourishing the Casa's current operational requirements and ensuring the Casa continued spiritual presence for future generations.

Philanthropy at the Casa has many faces. Help us to help you achieve your personal vision and need to give while you enhance the Casa’s financial security. Please add to the Casa’s future…we want you to be part of our journey.

What is Planned Giving?

Planned giving helps you maximize the personal benefits of your charitable giving, and it allows you to make a gift that you might not have thought possible. Through advantageous tax treatment under both state and federal law, planned giving is merely a way to make a gift and also enjoy the benefits of these laws.

Tax Savings

What types of Planned Giving are available?

• Income Producing Gift Plans
• Creative Giving
• Endowments

Annual Report

Explore the Casa’s annual report outlining other information related to the Casa, i.e. its financial operations, fundraising results and other information related to our ministries, needs and activities.

• 2009 Ministerial Report
• 2009 Financial Statements

IRA Charitable gifts to the Casa are exempt from tax thru 2011 under these provisions!

The Casa has received a couple of these gifts in the last month. Please consider this idea in support of the Casa Vision and the excellent tax benefits.  If you have questions about this please contact Charlie Brown, GM   at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or 480-928-7460 ext. 175.  Thank you!

Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 has extended the IRA Charitable Rollover for   2011. Originally passed in 2006 as part of the Pension Protection Act, the IRA Charitable Rollover allows individuals age 70½ and older to make direct transfers totaling up to $100,000 per year to 501(c)(3) the Casa, without having to count the transfers as income for federal income tax purposes

• Who qualifies? Individuals who are age 70½ or older at the time of the contribution (you have to wait until your actual 70½th birthday to make the transfer).
• How much can I transfer? $100,000 each year for 2011.
• From what accounts can I make transfers? Transfers must come from your IRAs directly to Franciscan Renewal Center. If you have retirement assets in a 401(k), 403(b) etc., you must first roll those funds into an IRA, and then you can direct the IRA provider to transfer the funds from the IRA directly to Franciscan Renewal Center.
• To what charities can I make gifts? Tax exempt organizations that are classified as 501(c)(3) charities, including Franciscan Renewal Center to which deductible contributions can be made.
• Can I use the rollover to fund life-income gifts (charitable gift annuities, charitable remainder trusts, or pooled income funds)? No, these are not eligible.
• Can I use the rollover to fund donor advised funds or supporting organizations? No, these are not eligible.
• Can I use the rollover to support a particular purpose at Franciscan Renewal Center? As with all other gifts, you can direct your IRA Charitable Rollover gift as you see fit.
• How will Franciscan Renewal Center count the gift? We will give you full credit for the entire gift amount.
• What are the tax implications to me?
• Federal – You do not recognize the transfer to Franciscan Renewal Center as income, provided it goes directly from the IRA provider to us. However, you are not entitled to an income tax charitable deduction for your gift.
• State – Each state has different laws, so you will need to consult with your own advisors. Some states have a state income tax and will include this transfer as income. Within those states, some will allow for a state income tax charitable deduction and others will not. Other states base their state income tax on the federal income or federal tax paid. Still other states have no income tax at all.

Does this transfer qualify as my minimum required distribution? Once you reach age 70½, you are required to take minimum distributions from your retirement plans each year, according to a federal formula. IRA charitable rollovers count towards your minimum required distributions for the year.

Peace and Good Always~  Charlie

Contact the Casa Development Office at 480-948-7460 or 800-356-3247, ext. 161 to support The Franciscan Renewal Center through planned giving or for more information on a broad range of giving opportunities.