Compare Gift Plans

Will or Living Trust Give to St. Francis without affecting your cash flow during your lifetime.

Retirement Plans Your retirement plan may be worth more when donated to St. Francis than to your heirs.

Donor-Advised Fund Make an outright gift from your donor-advised fund or name St. Francis as the ultimate beneficiary of the remainder in the fund.

Appreciated Securities After making a gift of appreciated securities to St. Francis, the IRS will allow you one of its most significant tax breaks.

Life Insurance Create a significant endowment for St. Francis without dipping into your capital assets.

Charitable Gift Annuity Receive a fixed payout and significant tax benefits.

Charitable Remainder Unitrusts Choose from several options that best meet your personal financial situation.

Charitable Remainder Annuity Trusts Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.

Charitable Lead Trusts Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.