Planned Giving

plannedgivingSt. Francis School recognizes and honors parents, alumni, grandparents and friends who have included the school in their estate plans. SFS’s Planned Giving Program provides a variety of ways to make a planned gift that does not deplete lifetime assets and, in some cases, can furnish additional income and significant tax deductions.

Below is a list of options you may wish to consider when making a gift to St. Francis School.

Bequests 
A gift provided in your will, which may be a percentage of your estate, the residual of the estate, a certain item or a specific dollar amount. Estate taxes may be reduced by a bequest to St. Francis.

Charitable Remainder Trust
This trust provides either a fixed or variable income for you or your family. Part of the trust qualifies for an income tax deduction and at the death of the last beneficiary, the assets of the trust are distributed to St. Francis.

Charitable Lead Trust
This trust allows you to pass on assets to family members with significant estate and gift tax savings, while allowing St. Francis to benefit from the income for the duration of the trust.

Gifts of Real Estate
A gift of real estate to St. Francis School provides considerable tax benefits. You also have the option of retaining the right to occupy the property for life or even to receive the income it generates.

Gifts of Life Insurance or Pension Benefits

A gift of life insurance allows you to contribute a previously acquired policy that may no longer be needed for its initial purpose and realize tax benefits. St. Francis may also be named as a beneficiary of a life insurance policy, company pension or profit-sharing plan, or of a private fund such as an IRA, Keogh or tax-sheltered annuity.

We appreciate your interest in and support of St. Francis School. Your attorney or financial planner can provide additional information on how these ways of giving apply to your specific situation. The school can also recommend an attorney who specializes in estate planning and charitable giving.

If you are interested in learning more about these gift opportunities for you and St. Francis School, please contact Kim Hales in the Development Office at 502-736-1008 or KHales@StFrancisSchool.org. If you have already designated the school as a beneficiary, please contact the Development Office so that we can recognize your generosity.